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 Alpha Fiduciary
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 |
|---|---|---|---|---|---|
| Matthew James Graffagnino | Learnvest Planning Services, LLC no RAUM | Alpha Fiduciary other | Other | Feb 22, 2018 | Jul 26, 2016 |
| Patrick Edward Lawlor | Leavitt Capital Management Inc other | Alpha Fiduciary other | Other | Feb 4, 2015 | Feb 5, 2015 |
| Peter Eickelberg | Keatsconnelly other | Alpha Fiduciary other | Other | Mar 25, 2014 | May 2, 2014 (38 d) |
| Adam Clark Harding | Oxford Investment Partners, LLC other | Alpha Fiduciary other | Other | Dec 31, 2012 | Feb 4, 2013 (35 d) |
| Gregory Don Stott | Stoker Ostler, A Part Of Bmo Financial Group other | Alpha Fiduciary other | Other | Jan 4, 2011 | Feb 24, 2011 (51 d) |
| Arthur Todd Doglione | Usf Advisors, LLC unclassified | Alpha Fiduciary other | Other | Dec 31, 2007 | Aug 22, 2007 |
| Michael Leo Shea | Optimum Investment Advisors, LLC other | Alpha Fiduciary other | Other | Feb 28, 2007 | Nov 16, 2010 (1357 d) |
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7 moves match.