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 The O'Donnell Group
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 |
|---|---|---|---|---|---|
| Michael Thomas O'Donnell | Cambridge Investment Research Advisors, Inc. other | The O'Donnell Group other | Other | Jul 17, 2012 | Apr 18, 2013 (275 d) |
| Ryan Timothy O'Donnell | Cambridge Investment Research Advisors, Inc. other | The O'Donnell Group other | Other | Jun 19, 2012 | Apr 25, 2012 |
Page 1 of 1
2 moves match.