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 Intrust Fiduciary Group
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 |
|---|---|---|---|---|---|
| Linda Lim Yang | Raymond James Financial Services Advisors, Inc other | Intrust Fiduciary Group other | Other | Jul 12, 2016 | Sep 28, 2010 |
| Nathan Joel Sharp | Raymond James Financial Services Advisors, Inc other | Intrust Fiduciary Group other | Other | Mar 24, 2014 | Sep 28, 2012 |
| Verlaine Macclements | Wells Fargo Advisors wirehouse | Intrust Fiduciary Group other | Other | Dec 9, 2013 | Aug 27, 2015 (626 d) |
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3 moves match.