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 Premium 72 Capital

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
Michael P CutbirthOsaic Fs, Inc. BD affiliatedPremium 72 Capital independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2021Mar 25, 2021
Mark ReinsteinSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 20, 2021
Susan Greene LockwoodSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 15, 2021
Coleman Barry GoldsmithSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 20, 2021
Brian Tallman ParkerSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 12, 2021
Victoria Claire SullivanSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 15, 2021
Todd IlleSandlapper Wealth Management, LLC independent RIAPremium 72 Capital independent RIARIA to RIADec 31, 2020Jan 8, 2021
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7 moves match.