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 Envoi 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 |
|---|---|---|---|---|---|
| Elizabeth R Gustafson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Envoi LLC other | Other | Jan 7, 2014 | Jun 11, 2014 (155 d) |
| James Allen Sand | Cherry Tree Family Office LLC unclassified | Envoi LLC other | Other | Feb 10, 2009 | Nov 13, 2009 (276 d) |
| Ryan David Steensland | Crosswater unclassified | Envoi LLC other | Other | Jun 14, 2006 | Jan 28, 2014 (2785 d) |
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3 moves match.