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 Precise Investment 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 |
|---|---|---|---|---|---|
| Andres F Larrea | Boston Investment Management L.L.C. unclassified | Precise Investment Management, Inc. independent RIA | Other | Nov 13, 2023 | Jan 2, 2024 (50 d) |
| Myrna Estela Chavira | Interamericas Advisor Solutions, Inc. no RAUM | Precise Investment Management, Inc. independent RIA | Other | Sep 30, 2023 | Sep 28, 2020 |
| Michael S Gregory | J.P. Morgan Securities LLC wirehouse | Precise Investment Management, Inc. independent RIA | Wirehouse to independent RIA | Mar 26, 2020 | Mar 25, 2022 (729 d) |
| Myrna Estela Chavira | Insight Securities, Inc. mixed wealth | Precise Investment Management, Inc. independent RIA | RIA to RIA | Feb 7, 2020 | May 2, 2016 |
| Carlos Javier Legaspy | Insight Securities, Inc. independent RIA | Precise Investment Management, Inc. independent RIA | RIA to RIA | Sep 5, 2019 | Feb 9, 2017 |
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5 moves match.