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 Redtree Investment Group
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 |
|---|---|---|---|---|---|
| Daniel Tyler Smith | Fidelity Personal And Workplace Advisors BD affiliated | Redtree Investment Group institutional | Other | Aug 23, 2019 | Sep 16, 2019 |
| Ryan Keith Nelson | Robert W. Baird & Co. Incorporated other | Redtree Investment Group no RAUM | Other | Sep 17, 2014 | Jul 16, 2014 |
| Jennifer Carey Trowbridge | Robert W. Baird & Co. Incorporated other | Redtree Investment Group no RAUM | Other | Sep 17, 2014 | Jul 16, 2014 |
| Eileen Jean Stanic | Robert W. Baird & Co. Incorporated other | Redtree Investment Group no RAUM | Other | Sep 17, 2014 | Sep 12, 2014 |
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4 moves match.