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 Larimer Capital Corporation

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.

AdvisorFromToTypeLeftRegistered
Michael T ClearyCetera Advisors LLC otherLarimer Capital Corporation otherOtherNov 2, 2016Feb 2, 2017 (92 d)
Cathy Louise NowalkAmeriprise Financial Services, LLC national BDLarimer Capital Corporation otherOtherOct 3, 2014Jan 6, 2015 (95 d)
David Andrew HendersonFirst Allied Advisory Services, Inc. otherLarimer Capital Corporation otherOtherDec 10, 2012Nov 27, 2012
Gerard Thomas OloughlinCincinnati Analysts, Inc otherLarimer Capital Corporation otherOtherApr 27, 2010May 3, 2010
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4 moves match.