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 Tactical Investment Advisors, 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 |
|---|---|---|---|---|---|
| Daniel Scott Venegoni | Spd Group Llp unclassified | Tactical Investment Advisors, LLC state registered | Other | Dec 13, 2022 | Sep 18, 2022 |
| Scott O'Connell | MML Investors Services, LLC other | Tactical Investment Advisors, LLC state registered | Other | Aug 17, 2017 | Aug 16, 2017 |
| Daniel Scott Venegoni | Tactical Wealth Ria unclassified | Tactical Investment Advisors, LLC state registered | Other | Dec 26, 2013 | Jul 19, 2013 |
| Jason Patrick Soloman | Tactical Wealth Ria unclassified | Tactical Investment Advisors, LLC state registered | Other | Jan 11, 2011 | Feb 16, 2011 (36 d) |
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4 moves match.