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 Relative Value Partners, LLC

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
Rebecca Ellen DeatonBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 19, 2022
Ruth Fiorentino UressBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Kathryn C. GlanzBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 21, 2022
Jennifer Marie DavisBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 18, 2022
Quinn Patrick MartinBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Whitney Kathryn Spalding SpencerBrownson, Rehmus & Foxworth, Inc. independent RIARelative Value Partners, LLC independent RIARIA to RIAJan 13, 2022Jan 14, 2022
Jeffrey Michael FosselmanQuaestor Investment Counsel LLC unclassifiedRelative Value Partners, LLC otherOtherJan 29, 2016Dec 16, 2015
Page 1 of 1
7 moves match.