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 Cottage Street Advisors
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 |
|---|---|---|---|---|---|
| Jason Bradford Haviland | J Bradford Investment Management unclassified | Cottage Street Advisors other | Other | Dec 31, 2017 | Oct 24, 2017 |
| Michael Kim Davis | Davis Michael Kim other | Cottage Street Advisors other | Other | Mar 18, 2015 | Mar 24, 2015 |
| Andrew Nelson Macken | Oppenheimer & Co. Inc. other | Cottage Street Advisors no RAUM | Other | Nov 4, 2014 | Dec 8, 2014 (34 d) |
Page 1 of 1
3 moves match.