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 Daniel Investment Associates, 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 |
|---|---|---|---|---|---|
| Lauren Marie Vanveelen | Manchester Capital Management LLC other | Daniel Investment Associates, LLC other | Other | Nov 21, 2017 | Sep 21, 2016 |
| Adam Coons | UBS Financial Services Inc. wirehouse | Daniel Investment Associates, LLC other | Other | Jul 18, 2016 | Jul 11, 2016 |
| Cristopher Jon Borden | Fiduciary Investment Council, LLC other | Daniel Investment Associates, LLC other | Other | Jun 1, 2015 | Aug 17, 2015 (77 d) |
| Gregory Daniel Van Wyk | Pacific Pointe Advisors LLC other | Daniel Investment Associates, LLC other | Other | Mar 29, 2011 | May 24, 2011 (56 d) |
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4 moves match.