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 Avellino Financial Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Earl Cornelius Stevenson | Questar Asset Management, Inc. other | Avellino Financial Advisors, Inc. other | Other | May 26, 2017 | May 16, 2017 |
| David Michael Apted | Smith Moore & Co. other | Avellino Financial Advisors, Inc. other | Other | Apr 8, 2016 | Jul 15, 2016 (98 d) |
| Rebecca Speck Foster | Equitable Advisors, LLC national BD | Avellino Financial Advisors, Inc. other | Other | Feb 19, 2016 | Jun 22, 2016 (124 d) |
| Michael Joseph O'Mara | Great Point Advisors LLC unclassified | Avellino Financial Advisors, Inc. other | Other | Oct 14, 2013 | Sep 25, 2013 |
| Nathan Hatch Billeter | Ameriprise Financial Services, LLC national BD | Avellino Financial Advisors, Inc. other | Other | May 21, 2009 | Mar 8, 2017 (2848 d) |
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5 moves match.