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 Kensington 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 |
|---|---|---|---|---|---|
| Bruce Robert Julien | Julien Financial unclassified | Kensington Financial Advisors LLC other | Other | Apr 19, 2010 | Aug 31, 2007 |
| David Joseph Cottam | Citigroup Global Markets Inc. other | Kensington Financial Advisors LLC other | Other | Jun 20, 2005 | Aug 5, 2005 (46 d) |
| David A. Fuhrman | Nrp Financial, Inc. unclassified | Kensington Financial Advisors LLC other | Other | Feb 17, 2005 | Nov 30, 2007 (1016 d) |
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3 moves match.