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 Robotic Trading Advisors, 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 |
|---|---|---|---|---|---|
| Robert James Roche | Advanced Practice Advisors, LLC other | Robotic Trading Advisors, LLC other | Other | Mar 31, 2016 | Aug 8, 2017 (495 d) |
| Todd Michael Ruble | Cercidium Capital Management LP unclassified | Robotic Trading Advisors, LLC other | Other | Jun 26, 2014 | Jul 21, 2014 |
| Sheldon Singleton | Transamerica Financial Advisors, LLC other | Robotic Trading Advisors, LLC other | Other | Mar 19, 2014 | Apr 29, 2014 (41 d) |
| Pelayo Nicholas Garcia | Global Financial Private Capital, Inc. other | Robotic Trading Advisors, LLC no RAUM | Other | Dec 12, 2013 | Dec 20, 2013 |
| Lindsay Morganstein | Arque Capital, Ltd. unclassified | Robotic Trading Advisors, LLC no RAUM | Other | Feb 19, 2013 | Jan 15, 2014 (330 d) |
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5 moves match.