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 |
|---|---|---|---|---|---|
| Kimberly Louise Jamieson | Td Ameritrade Investment Management, LLC other | The Mutual Fund Store other | Other | Aug 15, 2014 | Aug 22, 2014 |
| Matthew Dominic Woryn | Cuna Brokerage Services, Inc. other | The Mutual Fund Store other | Other | Jul 26, 2012 | Jun 4, 2015 (1043 d) |
| Douglas Michael Clark | Ifmg Securities, Inc. unclassified | The Mutual Fund Store other | Other | Apr 19, 2006 | Jun 29, 2010 (1532 d) |
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3 moves match.