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 Fusion Capital, 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 |
|---|---|---|---|---|---|
| Gery Joseph Sadzewicz | Chou America Management Inc. other | Fusion Capital, LLC other | Other | Dec 31, 2016 | Sep 20, 2010 |
| Mark Richard Shaurette | Hynes Advisory Group LLC state registered | Fusion Capital, LLC other | Other | Dec 1, 2015 | Nov 16, 2015 |
| Daniel Richard Webster | American Investment Services other | Fusion Capital, LLC other | Other | Oct 13, 2010 | Oct 14, 2010 |
| Jason Michael Mengel | American Investment Services other | Fusion Capital, LLC independent RIA | Other | Jul 2, 2010 | Jan 28, 2021 (3863 d) |
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4 moves match.