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 Shariaportfolio, Inc.
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 |
|---|---|---|---|---|---|
| Habib Anwar | Edward Jones national BD | Shariaportfolio, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2021 | Jun 9, 2021 (145 d) |
| Hamid Abdollahi | Edward Jones national BD | Shariaportfolio, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2018 | Oct 16, 2018 |
| Khalid Mazen Eldadah | J.P. Morgan Securities LLC wirehouse | Shariaportfolio, Inc. independent RIA | Wirehouse to independent RIA | May 23, 2018 | Jun 29, 2018 (37 d) |
| Ishaq Khader Mohiuddin | Virji Investments, Inc. state registered | Shariaportfolio, Inc. no RAUM | Other | Dec 31, 2015 | Dec 16, 2014 |
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4 moves match.