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 Nesteggs, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Emina Palislamovic | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Nesteggs, Inc. other | Other | Jul 18, 2025 | Jun 9, 2026 (326 d) |
| Lantz Allan Martin | LPL Financial LLC BD affiliated | Nesteggs, Inc. other | Other | May 29, 2024 | May 16, 2024 |
| Kevin John Cress | The Class Advisor, Inc. unclassified | Nesteggs, Inc. other | Other | Dec 31, 2020 | Jan 1, 2025 (1462 d) |
| John Waldron Sullivan | Detwiler Fenton Investment Management LLC other | Nesteggs, Inc. other | Other | Jul 1, 2015 | Oct 18, 2016 (475 d) |
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4 moves match.