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 Marin Financial Advisors 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 |
|---|---|---|---|---|---|
| Colin Breuvart Drake | Drake Wealth Management unclassified | Marin Financial Advisors LLC other | Other | Mar 22, 2018 | Feb 1, 2018 |
| Kevin Charles Root | Classic Capital, Inc. other | Marin Financial Advisors LLC other | Other | Dec 14, 2012 | Feb 4, 2013 (52 d) |
| Cynthia J Morris | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Marin Financial Advisors LLC other | Other | Jun 7, 2002 | Dec 25, 2008 (2393 d) |
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3 moves match.