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 Blue Square Asset Management, 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 |
|---|---|---|---|---|---|
| Eric Jay Maidenberg | UBS Financial Services Inc. wirehouse | Blue Square Asset Management, LLC independent RIA | Wirehouse to independent RIA | Feb 25, 2020 | Jan 25, 2022 (700 d) |
| Jay Howard Bluestine | Raymond James Financial Services Advisors, Inc BD affiliated | Blue Square Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2018 | Aug 8, 2019 (252 d) |
| Francesco Antonio D'Andrea | Raymond James Financial Services Advisors, Inc BD affiliated | Blue Square Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 16, 2018 | Jul 21, 2021 (978 d) |
| Andrew James Ceisler | Neuberger Berman Bd LLC other | Blue Square Asset Management, LLC independent RIA | Other | Jun 21, 2011 | Oct 21, 2020 (3410 d) |
| Mark Finelli | Larry Black Wealth Management unclassified | Blue Square Asset Management, LLC independent RIA | Other | May 17, 2011 | Aug 10, 2022 (4103 d) |
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5 moves match.