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 Matauro, 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.

AdvisorFromToTypeLeftRegistered
Benjamin P ManleyEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 9, 2024Sep 27, 2024
Michelle NotardonatoEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 9, 2024Sep 27, 2024
Matthew Evan KleinEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
Eliran O AbekassisEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
Steven James Van HookerEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
Adriano J PisarriEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 30, 2024
Barrett R TabeekEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
Alexandra FraserEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
Evan M GreyEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2024Sep 27, 2024
David Tae Hyun KimEquitable Advisors, LLC national BDMatauro, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 30, 2024Sep 27, 2024
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10 moves match.