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 Investment Research Partners
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 |
|---|---|---|---|---|---|
| Michael A Allison | New Lantern Advisors unclassified | Investment Research Partners asset manager | Other | Jun 3, 2024 | Mar 15, 2024 |
| Geoffrey Patrick Caber | Compass Investments LLC independent RIA | Investment Research Partners no RAUM | Other | Nov 19, 2021 | Jul 17, 2019 |
| Brett A Greenfield | Assetmark, Inc. BD affiliated | Investment Research Partners asset manager | Other | Nov 13, 2019 | Nov 21, 2019 |
| Martin Anthony Wildy | Aris Wealth Services Inc other | Investment Research Partners no RAUM | Other | Jan 2, 2015 | Jun 24, 2019 (1634 d) |
| Derek Wade Varner | Aris Wealth Services Inc other | Investment Research Partners asset manager | Other | Jan 2, 2015 | Mar 29, 2021 (2278 d) |
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5 moves match.