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 Albert Investments, 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 |
|---|---|---|---|---|---|
| Durriya Danielle Pierce | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Albert Investments, LLC independent RIA | Wirehouse to independent RIA | Feb 2, 2022 | Mar 3, 2022 |
| Jorey Blake | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Albert Investments, LLC independent RIA | Wirehouse to independent RIA | Oct 11, 2021 | Nov 8, 2021 |
| Michaela Mae Mcdonald | Robert W. Baird & Co. Incorporated mixed wealth | Albert Investments, LLC no RAUM | Other | Jan 28, 2020 | Jan 10, 2020 |
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3 moves match.