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 Ariadne Wealth Management, LP
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 |
|---|---|---|---|---|---|
| Adam Daniel Stempel | Mercer Global Advisors Inc. other | Ariadne Wealth Management, LP no RAUM | Other | Dec 12, 2014 | Dec 9, 2014 |
| Gene Lewis Dongieux | Mercer Global Advisors Inc. other | Ariadne Wealth Management, LP no RAUM | Other | Jun 2, 2014 | Nov 24, 2014 (175 d) |
| Rick Gabon Du Breuil | Mercer Global Advisors Inc. other | Ariadne Wealth Management, LP no RAUM | Other | May 7, 2012 | Dec 1, 2014 (938 d) |
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3 moves match.