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 Kovack International 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.

AdvisorFromToTypeLeftRegistered
Michael Alan AndrewsKovack Advisors, Inc. BD affiliatedKovack International Advisors Inc. no RAUMOtherOct 9, 2020Nov 21, 2019
Luciano Manuel CuneoRaymond James & Associates, Inc. national BDKovack International Advisors Inc. no RAUMOtherOct 2, 2019Jan 2, 2020 (92 d)
Carlos Javier GonzalezCitigroup Global Markets Inc. BD affiliatedKovack International Advisors Inc. no RAUMOtherApr 29, 2019Jul 3, 2019 (65 d)
Roger Ivan ToledoMorgan Stanley wirehouseKovack International Advisors Inc. no RAUMOtherJan 24, 2019Jun 28, 2019 (155 d)
Juan Agustin GonzalezMorgan Stanley wirehouseKovack International Advisors Inc. no RAUMOtherOct 20, 2017Jul 1, 2019 (619 d)
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5 moves match.