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 National Investment Services Of America, 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 |
|---|---|---|---|---|---|
| Vasilios D Gerasopoulos | Davidson Fixed Income Management, Inc. asset manager | National Investment Services Of America, LLC institutional | Other | Mar 7, 2023 | Aug 20, 2024 (532 d) |
| Jenny Ann Notte | Great Lakes Advisors, LLC other | National Investment Services Of America, LLC institutional | Other | Dec 21, 2021 | Jan 27, 2022 (37 d) |
| Thomas Morrison Price | Allspring Global Investments, LLC other | National Investment Services Of America, LLC institutional | Other | Oct 20, 2005 | Sep 24, 2020 (5453 d) |
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3 moves match.