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 Paladin 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 |
|---|---|---|---|---|---|
| Jeffrey James Egizi | Fiduciary Trust International, LLC other | Paladin Advisors, LLC other | Other | Feb 27, 2017 | Aug 29, 2017 (183 d) |
| Barry Keck Betters | Strategic Advisers LLC national BD | Paladin Advisors, LLC other | Other | May 4, 2016 | Feb 28, 2017 (300 d) |
| Stephanie Castonguay Griebel | Artemis Financial Advisors other | Paladin Advisors, LLC other | Other | Nov 28, 2011 | Aug 25, 2011 |
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3 moves match.