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 Syntrinsic Investment Counsel, 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 |
|---|---|---|---|---|---|
| Eric Peart Burton | Fidelity Personal And Workplace Advisors BD affiliated | Syntrinsic Investment Counsel, LLC. other | Other | Jul 21, 2022 | Jun 27, 2022 |
| Anna Flasch Wolford | Beacon Pointe Advisors, LLC independent RIA | Syntrinsic Investment Counsel, LLC. other | Other | Oct 26, 2021 | Nov 19, 2021 |
| Levar James Williams | Thrivent Investment Management Inc. BD affiliated | Syntrinsic Investment Counsel, LLC. other | Other | Aug 25, 2021 | Sep 1, 2021 |
| Philip Todd Kirshman | Cornerstone Capital Inc. independent RIA | Syntrinsic Investment Counsel, LLC. other | Other | Mar 5, 2020 | Feb 10, 2021 (342 d) |
| James Alan Brauer | Advice And Planning Services BD affiliated | Syntrinsic Investment Counsel, LLC. other | Other | Jan 7, 2020 | May 22, 2020 (136 d) |
| Brook P Kramer | UBS Financial Services Inc. wirehouse | Syntrinsic Investment Counsel, LLC. other | Other | Aug 29, 2008 | Nov 24, 2008 (87 d) |
| Benjamin Howard Valore-Caplan | UBS Financial Services Inc. wirehouse | Syntrinsic Investment Counsel, LLC. other | Other | Aug 29, 2008 | Nov 18, 2008 (81 d) |
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7 moves match.