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 Walsh & Associates, 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 |
|---|---|---|---|---|---|
| Joseph Patrick Walsh | Walsh & Associates, Ltd. unclassified | Walsh & Associates, LLC other | Other | Dec 31, 2012 | Nov 16, 2012 |
| Peggy F Frye | Citigroup Global Markets Inc. other | Walsh & Associates, LLC other | Other | Apr 29, 2010 | Oct 26, 2010 (180 d) |
| Patricia Anne Musachio | 1717 Capital Management Company unclassified | Walsh & Associates, LLC independent RIA | Other | Feb 12, 2003 | Sep 10, 2025 (8246 d) |
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3 moves match.