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 R. Seelaus & Co., Inc.

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.

AdvisorFromToTypeLeftRegistered
Michael James RabbittMorgan Stanley wirehouseR. Seelaus & Co., Inc. otherOtherMay 2, 2012May 29, 2012
Richard Charles CallaghanJeffrey Matthews Wealth Management, LLC otherR. Seelaus & Co., Inc. otherOtherApr 10, 2012Apr 10, 2012
Thomas ZubryckiMsi Financial Services, Inc. otherR. Seelaus & Co., Inc. otherOtherSep 17, 2010Sep 1, 2010
Nikolas V ButkovCetera Investment Services LLC otherR. Seelaus & Co., Inc. otherOtherJun 26, 2009Sep 15, 2009 (81 d)
Joseph A MaglaqueMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseR. Seelaus & Co., Inc. otherOtherFeb 11, 2009Jun 23, 2009 (132 d)
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5 moves match.