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 Oneida Wealth Management, 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 |
|---|---|---|---|---|---|
| Joseph Peter Hatfield | Cadaret Grant & Co Inc other | Oneida Wealth Management, Inc. other | Other | Oct 2, 2014 | Mar 25, 2015 (174 d) |
| Michael Joseph Tisdell | Cadaret Grant & Co Inc other | Oneida Wealth Management, Inc. other | Other | Oct 2, 2014 | Mar 25, 2015 (174 d) |
| Scott Michael Coles | Cadaret Grant & Co Inc other | Oneida Wealth Management, Inc. other | Other | Apr 24, 2014 | Mar 25, 2015 (335 d) |
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3 moves match.