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 Motif Capital Management, 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 |
|---|---|---|---|---|---|
| Ramak Fazeli | Scottrade Investment Management other | Motif Capital Management, Inc. other | Other | Nov 7, 2017 | Nov 7, 2017 |
| Deborah Elizabeth Brent | Wells Fargo Advisors wirehouse | Motif Capital Management, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 26, 2013 | Sep 11, 2015 (715 d) |
| Robert Joseph Salvador | Charles Schwab & Co., Inc. national BD | Motif Capital Management, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 11, 2011 | Sep 4, 2015 (1638 d) |
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3 moves match.