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 Adviseme National Advisors

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.

AdvisorFromToTypeLeftRegistered
James Mcrae IzettIndependent Financial Group, LLC otherAdviseme National Advisors otherOtherMay 1, 2017Sep 11, 2014
Javier Enrique Cordero CondeIndependent Financial Group, LLC otherAdviseme National Advisors otherOtherMar 27, 2017Jan 30, 2015
William Payne Adams OrrIndependent Financial Group, LLC otherAdviseme National Advisors otherOtherFeb 1, 2016Jan 26, 2015
Douglas Andrew MccarthyFinancial Telesis, Inc. otherAdviseme National Advisors otherOtherAug 1, 2014Sep 9, 2014 (39 d)
Daniel Stuart WatsonFinancial Telesis, Inc. otherAdviseme National Advisors otherOtherAug 1, 2014Sep 4, 2014 (34 d)
Sean Allen OrickAsset Advisors Of America, LLC no RAUMAdviseme National Advisors otherOtherDec 3, 2013Jan 7, 2014 (35 d)
Brandon L DunnPnc Capital Advisors LLC otherAdviseme National Advisors otherOtherAug 6, 2013Dec 7, 2016 (1219 d)
Debora Marie StranmanM Holdings Securities, Inc. otherAdviseme National Advisors otherOtherJun 28, 2013Jan 4, 2017 (1286 d)
Ivana MusaStrategic Advisers LLC national BDAdviseme National Advisors otherOtherJun 5, 2012Apr 19, 2013 (318 d)
Glen Fredrick ColwellPpcm, Inc. otherAdviseme National Advisors otherOtherNov 1, 2011Nov 9, 2015 (1469 d)
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10 moves match.