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 Israel Investment Advisors, 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.

AdvisorFromToTypeLeftRegistered
John Robert StruncGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherOct 27, 2022Jun 15, 2022
Jason Richard KitnerGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 26, 2021
Michael Thomas SullivanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 22, 2021
Barbara Elizabeth TerrazasGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 26, 2021
Ernesto MontesGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Nov 19, 2019
Amy KaufmanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jul 29, 2020
Joseph T FriedmanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherMay 6, 2020Feb 19, 2020
Christian Thomas LewtonGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherMay 7, 2019Jan 27, 2021 (631 d)
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8 moves match.