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 Franklin Templeton Private Portfolio 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Stuart Penn | Clearbridge Investments, LLC other | Franklin Templeton Private Portfolio Group, LLC other | Other | May 7, 2009 | Oct 3, 2008 |
| Jonathan Edwin Blake | Citigroup Global Markets Inc. other | Franklin Templeton Private Portfolio Group, LLC other | Other | Apr 8, 2008 | May 5, 2009 (392 d) |
| Kirstin Sterling Mobyed | Clearbridge Investments, LLC other | Franklin Templeton Private Portfolio Group, LLC other | Other | Nov 14, 2007 | Nov 26, 2007 |
| Justin M Deprino | Citigroup Global Markets Inc. other | Franklin Templeton Private Portfolio Group, LLC other | Other | May 10, 2007 | Aug 21, 2007 (103 d) |
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4 moves match.