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 Filament, 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 |
|---|---|---|---|---|---|
| Brandon Beckner | Glassman Wealth Services, LLC other | Filament, LLC other | Other | Apr 10, 2017 | Aug 3, 2017 (115 d) |
| Jerry Thomas Peters | Blackrock Financial Management, Inc other | Filament, LLC other | Other | May 24, 2011 | Sep 17, 2012 (482 d) |
| Scott R. Butterfield | Quellos Private Capital Markets, L.P. unclassified | Filament, LLC other | Other | Apr 6, 2006 | May 5, 2006 |
| Stephen John Goodwin | Cornerstone Advisors Inc other | Filament, LLC other | Other | Oct 4, 2005 | Jan 30, 2006 (118 d) |
| Teresa Lynn Lamar | Cornerstone Advisors Inc other | Filament, LLC other | Other | Nov 17, 2004 | Dec 9, 2009 (1848 d) |
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5 moves match.