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 Robustwealth, 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 |
|---|---|---|---|---|---|
| Jessica Ann Henricksen | Principal Advised Services no RAUM | Robustwealth, Inc. asset manager | Other | Oct 16, 2019 | Oct 17, 2019 |
| Francisco Acevedo | Brinker Capital Inc BD affiliated | Robustwealth, Inc. asset manager | Other | Nov 2, 2018 | Dec 3, 2018 (31 d) |
| Catherine Theresa Reese | Hillview Capital Advisors, LLC other | Robustwealth, Inc. asset manager | Other | Apr 21, 2017 | Dec 8, 2017 (231 d) |
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3 moves match.