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 Tetrant Financial

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
Paul Edward MannRovin Capital unclassifiedTetrant Financial state registeredOtherAug 8, 2017Oct 27, 2017 (80 d)
Robert Mead SiddowayHornor, Townsend & Kent, LLC otherTetrant Financial state registeredOtherJul 1, 2013Aug 29, 2013 (59 d)
Kent D StewartInvestment Advisors International, Inc. unclassifiedTetrant Financial state registeredOtherOct 16, 2009Nov 18, 2009 (33 d)
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3 moves match.