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 Incline Investment 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 |
|---|---|---|---|---|---|
| Todd Everett Hurlbut | Portsmouth Financial Services unclassified | Incline Investment Advisors, LLC state registered | Other | Aug 28, 2017 | Feb 7, 2020 (893 d) |
| Ted A Parkhill | Portsmouth Financial Services unclassified | Incline Investment Advisors, LLC state registered | Other | Jul 12, 2016 | Feb 12, 2020 (1310 d) |
Page 1 of 1
2 moves match.