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 Alhambra Investment Management 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 |
|---|---|---|---|---|---|
| Christopher Anthony Mangiapane | Parkland Wealth Management, LLC unclassified | Alhambra Investment Management LLC independent RIA | Other | Aug 25, 2016 | Jun 1, 2018 (645 d) |
| Stephen Mervin Brennan | Financia Capital, LLC unclassified | Alhambra Investment Management LLC other | Other | Sep 18, 2014 | Jan 21, 2015 (125 d) |
| Margarita Victoria Fernandez | Rushmore Investment Advisors Inc other | Alhambra Investment Management LLC other | Other | Sep 27, 2013 | Oct 31, 2013 (34 d) |
| Joseph Youngblood Calhoun | Oppenheimer & Co. Inc. other | Alhambra Investment Management LLC other | Other | Jul 18, 2006 | Jun 30, 2006 |
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4 moves match.