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 Fairway Asset Management, 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 |
|---|---|---|---|---|---|
| Gunnar Eric Olafson | Orion Portfolio Solutions, LLC independent RIA | Fairway Asset Management, LLC other | Other | Jan 4, 2021 | Apr 10, 2023 (826 d) |
| Rebecca Rose Frohlich | Cambridge Investment Research Advisors, Inc. other | Fairway Asset Management, LLC other | Other | May 5, 2015 | May 13, 2015 |
| Jaime Michelle Luebbe | Spectrum Capital, LLC unclassified | Fairway Asset Management, LLC other | Other | Jul 24, 2008 | Nov 7, 2008 (106 d) |
| Rudy Merl Thomas | America First Investment Advisors LLC other | Fairway Asset Management, LLC other | Other | Nov 19, 2002 | Feb 6, 2009 (2271 d) |
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4 moves match.