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 Vere Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Philip Alan Goldstein | Kalos Management other | Vere Asset Management, Inc. other | Other | Feb 14, 2014 | Apr 14, 2016 (790 d) |
| Andrew Schiro | MML Investors Services, LLC other | Vere Asset Management, Inc. other | Other | Feb 7, 2014 | Feb 18, 2014 |
| Joshua James Joiner | MML Investors Services, LLC other | Vere Asset Management, Inc. other | Other | Aug 20, 2013 | Aug 27, 2013 |
| Aymeric Henri Martinoia | MML Investors Services, LLC other | Vere Asset Management, Inc. other | Other | Sep 9, 2011 | Feb 26, 2013 (536 d) |
| Mark Paul Collinsworth | Stanford Group Company unclassified | Vere Asset Management, Inc. other | Other | Mar 26, 2009 | Sep 9, 2010 (532 d) |
| Michael Wayne Word | Cetera Advisors LLC other | Vere Asset Management, Inc. other | Other | Mar 17, 2009 | Apr 18, 2013 (1493 d) |
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6 moves match.