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 Fiduciary Family Office, 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 |
|---|---|---|---|---|---|
| Anthony Joseph Labrake | Element Pointe Family Office independent RIA | Fiduciary Family Office, LLC independent RIA | RIA to RIA | May 7, 2024 | May 30, 2024 |
| Kathleen Anne Grace | United Capital Financial Advisors BD affiliated | Fiduciary Family Office, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 31, 2023 | Aug 8, 2023 |
| Tabitha Terese Letourneau Meyerer | United Capital Financial Advisors BD affiliated | Fiduciary Family Office, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 16, 2023 | Jul 21, 2023 |
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3 moves match.