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 Northcoast Research 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 |
|---|---|---|---|---|---|
| Jack J Boyle | Huntington Financial Advisors BD affiliated | Northcoast Research Partners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 23, 2022 | Jun 23, 2023 (457 d) |
| Aaron Bruce Reed | Fifth Third Securities, Inc. BD affiliated | Northcoast Research Partners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 4, 2020 | Jun 27, 2023 (935 d) |
| Scott John Seidl | Janney Montgomery Scott LLC other | Northcoast Research Partners, LLC state registered | Other | Dec 31, 2014 | Jun 23, 2023 (3096 d) |
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3 moves match.