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 Palo Capital, 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 |
|---|---|---|---|---|---|
| Puneet Singh Sahi | Gfo Advisory Services, LLC other | Palo Capital, Inc. other | Other | Jan 3, 2017 | Mar 3, 2017 (59 d) |
| Kevin Patrick Barlow | RBC Rochdale, LLC other | Palo Capital, Inc. other | Other | Mar 10, 2014 | May 22, 2015 (438 d) |
| Michael John Cannivet | Fisher Investments other | Palo Capital, Inc. other | Other | Sep 30, 2009 | Apr 3, 2012 (916 d) |
| Susan Leann Niedwick | Wealth Management Network LLC other | Palo Capital, Inc. other | Other | Oct 17, 2008 | Mar 14, 2011 (878 d) |
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4 moves match.