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 Intelligent Capitalworks
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 |
|---|---|---|---|---|---|
| Monique Marie Pressley | Stableford Capital LLC other | Intelligent Capitalworks other | Other | Jun 30, 2016 | Aug 12, 2016 (43 d) |
| Louis Bradley Priebe | Ameriprise Financial Services, LLC national BD | Intelligent Capitalworks other | Other | Jul 11, 2007 | Sep 4, 2008 (421 d) |
| Vincent Harl Rossi | Morgan Stanley Dw Inc. unclassified | Intelligent Capitalworks other | Other | Aug 9, 2005 | Aug 18, 2005 |
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3 moves match.