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 Fusion Analytics Investment Partners 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 |
|---|---|---|---|---|---|
| Scott Douglas Burgess | UBS Financial Services Inc. wirehouse | Fusion Analytics Investment Partners LLC independent RIA | Wirehouse to independent RIA | May 25, 2018 | May 22, 2018 |
| Claudia Jane Stern | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fusion Analytics Investment Partners LLC other | Other | Mar 8, 2016 | Mar 17, 2016 |
| Michael Joseph Dellaporta | Ameriprise Financial Services, LLC national BD | Fusion Analytics Investment Partners LLC other | Other | Jul 17, 2015 | Aug 14, 2017 (759 d) |
| Jennifer Dorfman | Asset & Financial Planning, Ltd other | Fusion Analytics Investment Partners LLC other | Other | Aug 29, 2013 | May 17, 2012 |
| Peter Eric Weitz | Asset & Financial Planning, Ltd other | Fusion Analytics Investment Partners LLC other | Other | Nov 24, 2010 | Dec 16, 2010 |
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5 moves match.