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 Essential 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 |
|---|---|---|---|---|---|
| Michael Kenneth Haines | Maurer & Associates Capital Management, Inc. other | Essential Investment Partners, LLC independent RIA | Other | Jan 25, 2019 | Jan 17, 2019 |
| Jonathan Frederick Zeschin | Essential Advisers, Inc. unclassified | Essential Investment Partners, LLC other | Other | May 18, 2009 | Apr 19, 2013 (1432 d) |
| Donovan Jerald Paul | Quixote Capital Management LLC unclassified | Essential Investment Partners, LLC other | Other | Sep 2, 2008 | May 18, 2009 (258 d) |
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3 moves match.