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 The Ensemble Team
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 |
|---|---|---|---|---|---|
| Mary Ann Middleton Ferreira | Edelman Financial Engines mixed wealth | The Ensemble Team no RAUM | RIA to a newly registered adviser | Jun 6, 2023 | Jul 23, 2024 (413 d) |
| Adriel Tam | Edelman Financial Engines mixed wealth | The Ensemble Team no RAUM | RIA to a newly registered adviser | Nov 18, 2022 | Jul 22, 2024 (612 d) |
| Mark Dean Jaeger | Viridian Ria, LLC independent RIA | The Ensemble Team no RAUM | RIA to a newly registered adviser | Feb 18, 2022 | Jul 23, 2024 (886 d) |
Page 1 of 1
3 moves match.