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 Tetley Investments, 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 |
|---|---|---|---|---|---|
| Gery Joseph Sadzewicz | U.S. Financial Advisors independent RIA | Tetley Investments, LLC independent RIA | RIA to RIA | Jan 29, 2021 | Sep 9, 2013 |
| Philip Paul Tetley | Robert W. Baird & Co. Incorporated other | Tetley Investments, LLC independent RIA | Other | Jul 30, 2012 | Jul 20, 2012 |
| Philip Eugene Tetley | Tetley Capital Management, LLC unclassified | Tetley Investments, LLC independent RIA | Other | Dec 7, 2009 | Jun 15, 2012 (921 d) |
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3 moves match.