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 Convergence Investment Partners, 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 |
|---|---|---|---|---|---|
| John Christopher Callen | Woodhill Asset Management LLC unclassified | Convergence Investment Partners, LLC independent RIA | Other | Jul 11, 2022 | Aug 22, 2022 (42 d) |
| Justin Evans Neuberg | Mariner other | Convergence Investment Partners, LLC mixed wealth | Other | Mar 24, 2014 | Jul 10, 2019 (1934 d) |
| David James Abitz | Qis Advisors LLC unclassified | Convergence Investment Partners, LLC mixed wealth | Other | Dec 16, 2008 | Sep 4, 2019 (3914 d) |
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3 moves match.