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 Antonetti Capital Management, 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 |
|---|---|---|---|---|---|
| Steven Andrew Kienzle | Fidelity Personal And Workplace Advisors BD affiliated | Antonetti Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2020 | Sep 10, 2020 (164 d) |
| Robert Ward Johnston | Raymond James Financial Services Advisors, Inc other | Antonetti Capital Management, LLC other | Other | Nov 4, 2014 | Nov 12, 2014 |
| Paul J. Marinelli | Naples Capital Advisors other | Antonetti Capital Management, LLC other | Other | Feb 1, 2013 | Feb 14, 2013 |
| Robert Edwards | Wells Fargo Advisors wirehouse | Antonetti Capital Management, LLC other | Other | May 16, 2011 | Sep 14, 2012 (487 d) |
| Pasquale (Nmn) Antonetti | Independent Financial Partners other | Antonetti Capital Management, LLC other | Other | May 3, 2011 | Mar 7, 2011 |
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5 moves match.