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 Advisors Preferred 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 |
|---|---|---|---|---|---|
| Benjamin Troy Warwick | Sovereign Private Equity Management, LLC other | Advisors Preferred LLC asset manager | Other | Dec 31, 2024 | Nov 1, 2024 |
| Bruce Pasquale Delaurentis | Whitetip Capital LLC independent RIA | Advisors Preferred LLC asset manager | Other | Mar 26, 2018 | Jan 12, 2018 |
| Angela Williams Holland | Foothill Securities, Inc. other | Advisors Preferred LLC asset manager | Other | Dec 14, 2016 | Jan 16, 2025 (2955 d) |
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3 moves match.