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 Garnet Group 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.

AdvisorFromToTypeLeftRegistered
Laura L McareeAegis Wealth otherGarnet Group LLC otherOtherNov 27, 2007Jan 9, 2008 (43 d)
Lisette Chassey SmithSmith Rapacz, LLC unclassifiedGarnet Group LLC otherOtherDec 31, 2006Aug 30, 2006
Tanya Elizabeth RapaczSmith Rapacz, LLC unclassifiedGarnet Group LLC otherOtherDec 31, 2006Aug 30, 2006
Andrea Kelly McnamaraValic Financial Advisors, Inc. otherGarnet Group LLC otherOtherDec 20, 2006Jan 11, 2008 (387 d)
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4 moves match.