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 Fiduciaryvest, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Evan Melcher | Greenspring Advisors, LLC other | Fiduciaryvest, LLC other | Other | Jan 6, 2015 | Feb 11, 2015 (36 d) |
| Andrew Giocchino Marino | Eton Advisors, LP other | Fiduciaryvest, LLC other | Other | Sep 10, 2014 | Oct 31, 2014 (51 d) |
| Zachary Sadler | Raymond James & Associates, Inc. national BD | Fiduciaryvest, LLC other | Other | Jul 21, 2008 | Oct 31, 2008 (102 d) |
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3 moves match.