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 Insight Private 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.

AdvisorFromToTypeLeftRegistered
Raymond P. KondlerLPL Financial LLC independent RIAInsight Private Advisors, LLC otherOtherMay 17, 2018Jan 8, 2015
James Bradford StarkLPL Financial LLC otherInsight Private Advisors, LLC otherOtherMay 2, 2016Jul 10, 2015
Glad M PerezLPL Financial LLC otherInsight Private Advisors, LLC otherOtherMar 4, 2016Apr 17, 2015
Steven H DruckmanLPL Financial LLC otherInsight Private Advisors, LLC otherOtherOct 29, 2015Jun 17, 2014
Robert William QuinlanLPL Financial LLC otherInsight Private Advisors, LLC otherOtherOct 28, 2015Jan 5, 2015
John Charles Von NessenLPL Financial LLC otherInsight Private Advisors, LLC otherOtherOct 28, 2015Nov 12, 2014
Margaret Jane GoreLPL Financial LLC otherInsight Private Advisors, LLC otherOtherOct 28, 2015Jan 21, 2015
John H ChapelLPL Financial LLC otherInsight Private Advisors, LLC otherOtherOct 28, 2015Jan 21, 2015
Anindita DharPrivate Advisor Group, LLC otherInsight Private Advisors, LLC otherOtherDec 31, 2014Sep 26, 2014
Gerald Jay LamalfaMacro Consulting Group otherInsight Private Advisors, LLC otherOtherDec 17, 2014Dec 23, 2014
Kevin Edward RyanPremier College Funding unclassifiedInsight Private Advisors, LLC otherOtherDec 12, 2014Jul 1, 2014
George Alexander JenkinsPremier College Funding unclassifiedInsight Private Advisors, LLC otherOtherDec 12, 2014Sep 5, 2014
Robert John BacinoPremier College Funding unclassifiedInsight Private Advisors, LLC no RAUMOtherDec 12, 2014Jan 7, 2014
Martin NielsenPremier College Funding unclassifiedInsight Private Advisors, LLC no RAUMOtherDec 12, 2014Mar 4, 2014
Stephen Anthony MolinelliPremier College Funding unclassifiedInsight Private Advisors, LLC otherOtherDec 12, 2014Aug 4, 2014
Eric William LathropPremier College Funding unclassifiedInsight Private Advisors, LLC otherOtherDec 11, 2014Feb 11, 2015 (62 d)
Scott Arthur MackenzieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInsight Private Advisors, LLC otherOtherNov 17, 2014Nov 18, 2014
Roland Robert GrecoJacobi Capital Management, LLC otherInsight Private Advisors, LLC otherOtherSep 8, 2014Sep 4, 2014
Christopher VenutoNew England Securities Corporation otherInsight Private Advisors, LLC no RAUMOtherMar 19, 2014Mar 18, 2014
Paul Douglas JetterNew England Securities Corporation otherInsight Private Advisors, LLC no RAUMOtherMar 18, 2014Mar 18, 2014
James HuntPremier College Funding unclassifiedInsight Private Advisors, LLC no RAUMOtherNov 13, 2013Apr 15, 2014 (153 d)
Theresa Ann KohlesPark Avenue Securities LLC otherInsight Private Advisors, LLC no RAUMOtherMay 31, 2013Feb 18, 2014 (263 d)
Gail LindstromMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInsight Private Advisors, LLC otherOtherMay 23, 2013Sep 16, 2014 (481 d)
Kurt Patrick SchroederAmerican Portfolios Advisors, Inc otherInsight Private Advisors, LLC no RAUMOtherJun 26, 2012Mar 18, 2014 (630 d)
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24 moves match.