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 Donoghue Forlines 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 |
|---|---|---|---|---|---|
| Steven Grady Carver | MML Investors Services, LLC BD affiliated | Donoghue Forlines LLC other | Other | May 8, 2018 | Feb 25, 2020 (658 d) |
| Kyle Patrick Soucy | Symmetry Partners other | Donoghue Forlines LLC other | Other | Sep 13, 2017 | Mar 7, 2018 (175 d) |
| Wayne Washowich | W.E. Donoghue & Co., Inc other | Donoghue Forlines LLC other | Other | Dec 13, 2016 | Dec 15, 2016 |
| Jeffrey Robert Thompson | W.E. Donoghue & Co., Inc other | Donoghue Forlines LLC other | Other | Dec 13, 2016 | Dec 15, 2016 |
| James Patrick Pritchard | Swan Global Investments, LLC other | Donoghue Forlines LLC other | Other | Apr 2, 2013 | Jun 6, 2018 (1891 d) |
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5 moves match.