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 Clear Perspective 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 |
|---|---|---|---|---|---|
| Dayle James Malone | River Street Advisors, LLC other | Clear Perspective Advisors, LLC other | Other | Jun 6, 2013 | Jan 9, 2015 (582 d) |
| Gery Joseph Sadzewicz | Piershale Financial Group, Inc. other | Clear Perspective Advisors, LLC other | Other | Jan 17, 2012 | Apr 26, 2011 |
| Jonathan Hylton | LPL Financial LLC other | Clear Perspective Advisors, LLC other | Other | Jul 20, 2011 | Jul 19, 2011 |
| Nicholas A Latko | LPL Financial LLC other | Clear Perspective Advisors, LLC other | Other | Jul 20, 2011 | Jul 19, 2011 |
| Stewart Allen Beach | River Street Advisors, LLC other | Clear Perspective Advisors, LLC other | Other | Jul 18, 2011 | Jul 19, 2011 |
| Michael Jacob Morcos | River Street Advisors, LLC other | Clear Perspective Advisors, LLC other | Other | Jul 18, 2011 | Jul 19, 2011 |
Page 1 of 1
6 moves match.