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 Sunstreet Securities, 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 |
|---|---|---|---|---|---|
| Michael Anthony Saltiel | Voya Financial Advisors, Inc. other | Sunstreet Securities, LLC state registered | Other | Jul 30, 2013 | Dec 5, 2013 (128 d) |
| Mary Elizabeth Fugler | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sunstreet Securities, LLC state registered | Wirehouse to a state-registered adviser | Jul 18, 2011 | Jul 26, 2013 (739 d) |
| Dennis Russell Weddle | Brookstreet Securities Corporation unclassified | Sunstreet Securities, LLC state registered | Other | Jul 23, 2007 | Dec 16, 2021 (5260 d) |
| Munib Said Haddad | Quest Capital Strategies, Inc. other | Sunstreet Securities, LLC state registered | Other | Jul 19, 2005 | Jan 12, 2026 (7482 d) |
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4 moves match.