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 Bartlett & Co. 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 |
|---|---|---|---|---|---|
| Woodrow Hunter Uible | Bartlett & Co unclassified | Bartlett & Co. LLC other | Other | Apr 3, 2012 | Mar 8, 2012 |
| Kenneth Lawrence Schlachter | Bartlett & Co unclassified | Bartlett & Co. LLC other | Other | Apr 3, 2012 | Mar 9, 2012 |
| James Brian Hagerty | Bartlett & Co unclassified | Bartlett & Co. LLC other | Other | Apr 3, 2012 | Mar 8, 2012 |
| Michael Sayers Cambron | Bartlett & Co unclassified | Bartlett & Co. LLC other | Other | Apr 3, 2012 | Mar 7, 2012 |
| Brian Francis Antenucci | LPL Financial LLC other | Bartlett & Co. LLC independent RIA | Other | Mar 10, 2010 | Mar 23, 2018 (2935 d) |
| Christopher Douglas Robbins | Waddell & Reed other | Bartlett & Co. LLC independent RIA | Other | Oct 2, 2009 | Mar 23, 2018 (3094 d) |
| Craig M Sarembock | Ladenburg Thalmann Asset Management Inc other | Bartlett & Co. LLC other | Other | Feb 11, 2009 | Mar 25, 2013 (1503 d) |
| Jason Martin Katz | Deloitte Investment Advisors LLC unclassified | Bartlett & Co. LLC other | Other | Aug 4, 2008 | Apr 23, 2017 (3184 d) |
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8 moves match.