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 Litvak Wealth, 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 |
|---|---|---|---|---|---|
| Yaakov Ari Ringler | Morgan Stanley wirehouse | Litvak Wealth, LLC other | Other | Jul 5, 2019 | Sep 13, 2019 (70 d) |
| Juliana Paola Fajardo Andrade | Morgan Stanley wirehouse | Litvak Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 7, 2014 | Sep 22, 2014 (77 d) |
| Ricardo Juan Litvak | Morgan Stanley wirehouse | Litvak Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 5, 2014 | Sep 22, 2014 (140 d) |
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3 moves match.