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 Signature Intelligent Portfolios, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Deron T Mccoy | Signature Investment Advisors, LLC independent RIA | Signature Intelligent Portfolios, LLC no RAUM | Other | Apr 17, 2024 | Oct 23, 2015 |
| Rachel Lee Posner | Signature Investment Advisors, LLC independent RIA | Signature Intelligent Portfolios, LLC no RAUM | Other | Feb 23, 2018 | Aug 28, 2015 |
| Eric Zachary Rosen | Wedbush Securities Inc. other | Signature Intelligent Portfolios, LLC independent RIA | Other | May 13, 2016 | Aug 9, 2018 (818 d) |
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3 moves match.