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 Stratford Consulting, 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 |
|---|---|---|---|---|---|
| Kolleen Lynn Freudiger | Northwestern Mutual Investment Services,LLC no RAUM | Stratford Consulting, LLC other | Other | May 31, 2017 | Jun 29, 2017 |
| Jason Alan Gower | The Capital Chart Room, Ltd other | Stratford Consulting, LLC other | Other | Sep 3, 2014 | Oct 1, 2014 |
| Scott Alan Stratton | Milkie/Ferguson Investments, Inc. unclassified | Stratford Consulting, LLC other | Other | Dec 31, 2011 | Jan 26, 2012 |
| Timothy Daniel Fahey | Strategic Advisers LLC national BD | Stratford Consulting, LLC other | Other | Dec 1, 2008 | Feb 21, 2017 (3004 d) |
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4 moves match.