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 The Mutual Fund Store
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 |
|---|---|---|---|---|---|
| Frederick Gerard Ferrara | Thrivent Investment Management Inc. other | The Mutual Fund Store other | Other | Apr 1, 2010 | Jan 4, 2011 (278 d) |
| Kenneth Gardner Bielejeski | E*Trade Advisory Services, Inc. unclassified | The Mutual Fund Store other | Other | Sep 22, 2003 | May 21, 2008 (1703 d) |
| William Andrew Odonnell | Legg Mason Wood Walker, Incorporated unclassified | The Mutual Fund Store other | Other | Apr 16, 2003 | Jan 24, 2007 (1379 d) |
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3 moves match.