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 Stf 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 |
|---|---|---|---|---|---|
| Jerome Van Leftwich | Flexible Plan Investments Ltd other | Stf Management LP no RAUM | Other | Oct 10, 2017 | May 1, 2018 (203 d) |
| Thomas Lawrence Campbell | Transamerica Financial Advisors, LLC other | Stf Management LP no RAUM | Other | Dec 5, 2016 | Jan 12, 2015 |
| Jerome Van Leftwich | Jim Poe And Associates Inc. other | Stf Management LP no RAUM | Other | May 13, 2014 | Apr 14, 2016 (702 d) |
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3 moves match.