DFX Intelligence
Advisor moves
Arrivals at Sitrin Capital Management LLCWhat a move isA 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Efren Edward Bolisay | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sitrin Capital Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 21, 2012 | Feb 17, 2012 |
| Marcus Jay Sitrin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sitrin Capital Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 21, 2012 | Feb 17, 2012 |
| Ryan Gerard Sitrin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sitrin Capital Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 21, 2012 | Feb 17, 2012 |
Page 1 of 1