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 Detwiler Fenton Investment Management 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 |
|---|---|---|---|---|---|
| Mark Adam Schiffenhaus | Wells Fargo Advisors wirehouse | Detwiler Fenton Investment Management LLC other | Other | Dec 14, 2010 | Dec 14, 2010 |
| John Waldron Sullivan | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 25, 2010 |
| William T Eaton | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 24, 2010 |
| Mitchell Alan Goldfeld | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 25, 2010 |
| Claire E Soja | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 25, 2010 |
| Carolyn Margaret Mciver | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 25, 2010 |
| Juan Donabedian | Detwiler Fenton & Co. unclassified | Detwiler Fenton Investment Management LLC other | Other | Dec 1, 2010 | Aug 25, 2010 |
Page 1 of 1
7 moves match.