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 Marshfield Associates
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 |
|---|---|---|---|---|---|
| Elise Jordan Hoffmann | Yogi Advisors, LLC asset manager | Marshfield Associates other | Other | Dec 31, 2018 | Sep 17, 2009 |
| Melissa Vinick | Yogi Advisors, LLC asset manager | Marshfield Associates other | Other | Dec 31, 2018 | Sep 17, 2009 |
| Andrew Dale Clark | Morgan Stanley wirehouse | Marshfield Associates independent RIA | Wirehouse to independent RIA | Jun 17, 2015 | Jun 26, 2024 (3297 d) |
| Christopher Martin Niemczewski | Marshfield Associates unclassified | Marshfield Associates other | Other | Jul 16, 2009 | Sep 17, 2009 (63 d) |
| William Gilmore Stott | Marshfield Associates unclassified | Marshfield Associates other | Other | Jul 16, 2009 | Sep 18, 2009 (64 d) |
| Chad Andrew Goldberg | Marshfield Associates unclassified | Marshfield Associates other | Other | Jul 16, 2009 | Nov 30, 2010 (502 d) |
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6 moves match.