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 Longboard Asset Management
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 |
|---|---|---|---|---|---|
| Mark C Dziuba | Scout Investments, Inc. other | Longboard Asset Management other | Other | Dec 9, 2011 | Mar 26, 2013 (473 d) |
| Kenneth Barber | Scout Investments, Inc. other | Longboard Asset Management other | Other | Dec 9, 2011 | Jul 21, 2014 (955 d) |
| Curtis Christensen | Banc Of America Investment Services, Inc. unclassified | Longboard Asset Management other | Other | Jul 13, 2009 | Feb 28, 2017 (2787 d) |
| William Patrick Connor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Longboard Asset Management other | Other | May 31, 2007 | Apr 10, 2013 (2141 d) |
| Cole Mcallister Wilcox | Blackstar Funds, LLC unclassified | Longboard Asset Management other | Other | Dec 31, 2006 | Feb 19, 2014 (2607 d) |
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5 moves match.