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 Daniel Group
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 |
|---|---|---|---|---|---|
| Marc Lowell Murray | Wallick Investments, LLC independent RIA | The Daniel Group other | Other | Jan 30, 2018 | May 25, 2018 (115 d) |
| Roger M Baloucoune | Goldman Sachs Wealth Services, L.P. other | The Daniel Group other | Other | Nov 24, 2008 | Feb 20, 2009 (88 d) |
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2 moves match.