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 Brite Advisors USA, 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.

AdvisorFromToTypeLeftRegistered
Adrian Edward FlambardBrite Investments USA, LLC independent RIABrite Advisors USA, Inc. independent RIARIA to RIAJul 18, 2023Jul 17, 2023
Zachary Douglas ZanghiBrite Investments USA, LLC independent RIABrite Advisors USA, Inc. independent RIARIA to RIAAug 15, 2022Aug 4, 2020
Matthew Thomas HunkeleBrite Investments USA, LLC independent RIABrite Advisors USA, Inc. independent RIARIA to RIAAug 15, 2022Aug 4, 2020
Andrew Blaise AnelloTransamerica Financial Advisors, LLC otherBrite Advisors USA, Inc. otherOtherNov 8, 2012Jan 7, 2013 (60 d)
Shaabani A MunroCgi Merchant Partners, LLC no RAUMBrite Advisors USA, Inc. otherOtherSep 14, 2012Oct 18, 2012 (34 d)
Zachary Douglas ZanghiCitigroup Global Markets Inc. otherBrite Advisors USA, Inc. otherOtherAug 9, 2012Jun 28, 2013 (323 d)
Jeffrey G DarienMorgan Stanley wirehouseBrite Advisors USA, Inc. otherOtherFeb 16, 2012Oct 15, 2012 (242 d)
Andoni YturraldeCitigroup Global Markets Inc. otherBrite Advisors USA, Inc. otherOtherJun 29, 2011Oct 13, 2016 (1933 d)
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8 moves match.