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 Glenayr Family 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 |
|---|---|---|---|---|---|
| Michael Bassell Karwic | Third Eye Associates, Ltd state registered | Glenayr Family Advisors LLC state registered | Other | Aug 23, 2022 | Oct 31, 2022 (69 d) |
| Joan Lee Sharp | Life Strategies, LLC unclassified | Glenayr Family Advisors LLC state registered | Other | Oct 3, 2014 | Oct 6, 2015 (368 d) |
| Peggy F Frye | Independent Financial Partners other | Glenayr Family Advisors LLC state registered | Other | Sep 4, 2014 | Aug 28, 2014 |
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3 moves match.