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 Green Street
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 |
|---|---|---|---|---|---|
| Robyn Ann Francis | Gsi Capital Advisors LLC institutional | Green Street no RAUM | Other | Sep 30, 2020 | Dec 18, 2014 |
| Michael P Barackman | Principal Securities, Inc. BD affiliated | Green Street no RAUM | Other | Oct 18, 2019 | Nov 11, 2019 |
| Danielle Rebecca Bronner | Morgan Stanley wirehouse | Green Street no RAUM | Other | May 3, 2018 | Jun 4, 2018 (32 d) |
| Juella Mia Owenswaller | Gsi Capital Advisors LLC other | Green Street no RAUM | Other | Jan 27, 2017 | Nov 4, 2021 (1742 d) |
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4 moves match.