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 Ecio, Inc.
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 |
|---|---|---|---|---|---|
| Erica Lynn Reilly | Raymond James Financial Services Advisors, Inc BD affiliated | Ecio, Inc. institutional | Other | Jun 27, 2024 | Jul 19, 2024 |
| Courtney Liebig Dean | Hansberger Growth Investors, LP mixed wealth | Ecio, Inc. institutional | Other | Nov 17, 2020 | Jan 6, 2021 (50 d) |
| Phillip Ronald Waara | Madison Investment Advisors, LLC mixed wealth | Ecio, Inc. institutional | Other | Nov 13, 2019 | Apr 10, 2019 |
| Robin Chorone Roquitte | Northroad Capital Management LLC other | Ecio, Inc. institutional | Other | Sep 30, 2016 | Apr 24, 2019 (936 d) |
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4 moves match.