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 Citrin Cooperman Wealth Management, LP
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 |
|---|---|---|---|---|---|
| Bradley Pennington Pike | Villanova Financial Services, Inc. other | Citrin Cooperman Wealth Management, LP other | Other | Dec 6, 2012 | Mar 7, 2016 (1187 d) |
| Samuel Pemberton | MML Investors Services, LLC other | Citrin Cooperman Wealth Management, LP other | Other | Mar 1, 2011 | May 6, 2011 (66 d) |
| David Joseph Pilaitis | Ymsr Advisors, Inc. unclassified | Citrin Cooperman Wealth Management, LP other | Other | Dec 31, 2008 | Mar 13, 2009 (72 d) |
| Sean Aloysius Bergin | Ymsr Advisors, Inc. unclassified | Citrin Cooperman Wealth Management, LP other | Other | Dec 31, 2008 | Mar 13, 2009 (72 d) |
| Alan Harry Mandeloff | Ymsr Advisors, Inc. unclassified | Citrin Cooperman Wealth Management, LP other | Other | Dec 31, 2008 | Mar 13, 2009 (72 d) |
Page 1 of 1
5 moves match.