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 Government Portfolio 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 |
|---|---|---|---|---|---|
| Mitchell Bradley Henke | Fisher Investments independent RIA | Government Portfolio Advisors LLC institutional | Other | Jan 8, 2024 | Jan 8, 2024 |
| Deanne Woodring | Davidson Fixed Income Management, Inc. other | Government Portfolio Advisors LLC other | Other | Feb 6, 2014 | Feb 11, 2015 (370 d) |
| Whitney Laraine Maher | D.A. Davidson & Co. other | Government Portfolio Advisors LLC other | Other | Feb 6, 2014 | May 19, 2015 (467 d) |
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3 moves match.