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 Futureadvisor, 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 |
|---|---|---|---|---|---|
| Michael D Lee | J.P. Morgan Securities LLC wirehouse | Futureadvisor, Inc. other | Other | Nov 3, 2017 | Jan 31, 2018 (89 d) |
| Magdalena Doemeny | Fisher Investments other | Futureadvisor, Inc. other | Other | Oct 20, 2015 | Nov 5, 2015 |
| Will Geza Tuhacek | Fisher Investments other | Futureadvisor, Inc. other | Other | Jan 4, 2010 | Aug 28, 2014 (1697 d) |
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3 moves match.