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 Raskin Global 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 |
|---|---|---|---|---|---|
| Gabriela C Miutescu | Raymond James Financial Services Advisors, Inc BD affiliated | Raskin Global Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 1, 2025 | May 8, 2025 (37 d) |
| Keith Steele Stacy | Smartplan Investing state registered | Raskin Global Inc. state registered | Other | Nov 30, 2023 | Dec 13, 2023 |
| Leonard P Raskin | Park Avenue Securities LLC BD affiliated | Raskin Global Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 5, 2021 | May 3, 2021 |
| Kelly Michelle Dunston | Park Avenue Securities LLC BD affiliated | Raskin Global Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 4, 2021 | Nov 8, 2024 (1284 d) |
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4 moves match.