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 Glen Eagle Advisors, 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 |
|---|---|---|---|---|---|
| Ann Schnorr Monaghan | Redwood Wealth Management Group, LLC independent RIA | Glen Eagle Advisors, LLC independent RIA | RIA to RIA | Apr 23, 2020 | May 8, 2020 |
| Margaret Jane Gore | Summit Financial, LLC BD affiliated | Glen Eagle Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2019 | Feb 1, 2019 |
| Charles Edward Naddaff | Financial Fitness Services unclassified | Glen Eagle Advisors, LLC other | Other | Dec 22, 2014 | Mar 17, 2016 (451 d) |
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3 moves match.