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 Legacy Investment Advisors, 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 |
|---|---|---|---|---|---|
| Mitchell Brad Pinheiro | Costello Asset Management, Inc. independent RIA | Legacy Investment Advisors, LLC state registered | RIA to a state-registered adviser | Jun 29, 2018 | May 1, 2019 (306 d) |
| Harvey Richard Dekrafft | Atlantic Equity Research, LLC unclassified | Legacy Investment Advisors, LLC state registered | Other | Dec 4, 2017 | Jan 28, 2021 (1151 d) |
| Harvey Richard Dekrafft | Atlantic Equity Research, LLC unclassified | Legacy Investment Advisors, LLC state registered | Other | Dec 31, 2015 | Jan 26, 2016 |
| Louis Robert Fevrin | Investment Advisors Asset Management, LLC other | Legacy Investment Advisors, LLC state registered | Other | Dec 31, 2012 | Feb 9, 2023 (3692 d) |
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4 moves match.