DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Mfa Asset Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jeremy M RobertKraematon Investment Advisors, Inc. otherMfa Asset Management, LLC otherOtherOct 6, 2017Oct 16, 2017
Timothy Edward HoleMorgan Stanley wirehouseMfa Asset Management, LLC otherOtherFeb 28, 2017Mar 15, 2017
Gregory Scott HarrisAdvice And Planning Services otherMfa Asset Management, LLC otherOtherMar 29, 2016Apr 22, 2016
Mark Thomas BourgeoisCamarda Wealth Advisory Group otherMfa Asset Management, LLC otherOtherApr 11, 2008Aug 7, 2008 (118 d)
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4 moves match.