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 Ashfield Capital Partners
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 |
|---|---|---|---|---|---|
| Lyman Domning Howard | Point Bonita Wealth Advisors LLC unclassified | Ashfield Capital Partners other | Other | Dec 31, 2013 | Mar 18, 2014 (77 d) |
| Christopher Marc Bertinelli | Morgan Stanley wirehouse | Ashfield Capital Partners other | Other | Jul 2, 2010 | Feb 25, 2011 (238 d) |
| Peter Anthony Johnson | Ashfield & Co Inc unclassified | Ashfield Capital Partners other | Other | Jul 16, 2007 | Feb 4, 2008 (203 d) |
| Marc William Lieberman | Ashfield & Co Inc unclassified | Ashfield Capital Partners other | Other | Jul 16, 2007 | Feb 4, 2008 (203 d) |
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4 moves match.