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 Poterack Capital Advisory, Inc.
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 |
|---|---|---|---|---|---|
| Timothy Roy Loving | Kalos Management other | Poterack Capital Advisory, Inc. other | Other | Dec 17, 2009 | Dec 23, 2009 |
| Amy Lynn Kramer | Waterstone Financial Group, Inc. unclassified | Poterack Capital Advisory, Inc. other | Other | Apr 11, 2008 | Jun 16, 2008 (66 d) |
| David Wayne Elizondo | Madison Avenue Advisors, Inc. unclassified | Poterack Capital Advisory, Inc. other | Other | Oct 9, 2007 | Dec 13, 2007 (65 d) |
| Ryan Richard Poterack | Madison Avenue Advisors, Inc. unclassified | Poterack Capital Advisory, Inc. other | Other | Oct 9, 2007 | Oct 11, 2007 |
| Drue Scott Kampmann | Madison Avenue Advisors, Inc. unclassified | Poterack Capital Advisory, Inc. other | Other | Oct 9, 2007 | Dec 14, 2007 (66 d) |
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5 moves match.