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 T&T Capital Management
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 |
|---|---|---|---|---|---|
| Bruce Jonathan Weinstein | On Investment Management Co other | T&T Capital Management independent RIA | Other | Jul 19, 2017 | Nov 27, 2017 (131 d) |
| Scott Allen Altenburg | Kingsview Wealth Management, LLC other | T&T Capital Management independent RIA | Other | Mar 15, 2017 | Mar 17, 2017 |
| Mitchell Fee | Kingsview Wealth Management, LLC other | T&T Capital Management independent RIA | Other | Mar 15, 2017 | Mar 24, 2017 |
| Zachary Wolfgang Herzog | Diverse Financial Investment Advisory Group unclassified | T&T Capital Management independent RIA | Other | Aug 18, 2014 | Jun 16, 2014 |
| Timothy P Travis | Opvest Wealth Management unclassified | T&T Capital Management independent RIA | Other | Oct 12, 2011 | Sep 14, 2011 |
| Peter Bradley Travis | Opvest Wealth Management unclassified | T&T Capital Management independent RIA | Other | Oct 12, 2011 | Sep 23, 2011 |
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6 moves match.