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 Thinkequity 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
Bruce Weston NollenbergerGbs Advisors otherThinkequity LLC otherOtherAug 15, 2011Aug 15, 2011
Laura Liu YickBanc Of America Investment Services, Inc. unclassifiedThinkequity LLC otherOtherApr 17, 2007May 7, 2007
Dustin Gottfried BarralesMorgan Stanley Dw Inc. unclassifiedThinkequity LLC otherOtherAug 29, 2006Apr 18, 2007 (232 d)
Steven Christopher BonoBanc Of America Investment Services, Inc. unclassifiedThinkequity LLC otherOtherAug 21, 2006Aug 14, 2006
Terrence Randel BabeZacks Investment Management, Inc. otherThinkequity LLC otherOtherJun 30, 2005Jul 11, 2005
David A WeitgenantBanc Of America Investment Services, Inc. unclassifiedThinkequity LLC otherOtherMar 3, 2005Mar 7, 2005
Michael Paul KressBanc Of America Investment Services, Inc. unclassifiedThinkequity LLC otherOtherJan 19, 2005Jan 25, 2005
Anthony Salvatore CantandoBanc Of America Investment Services, Inc. unclassifiedThinkequity LLC otherOtherJan 5, 2005Jan 24, 2005
Page 1 of 1
8 moves match.