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 Hartford Investment Financial Services, 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
Winston Alexander MclaughlinMorgan Stanley & Co. LLC unclassifiedHartford Investment Financial Services, LLC otherOtherNov 13, 2007Sep 10, 2009 (667 d)
Henry Rudolph PeelerLPL Financial LLC otherHartford Investment Financial Services, LLC otherOtherNov 28, 2006Dec 19, 2006
Keri Ann AlcosMorgan Stanley Dw Inc. unclassifiedHartford Investment Financial Services, LLC otherOtherJul 20, 2006Aug 16, 2006
Brendon O MooreMorgan Stanley Dw Inc. unclassifiedHartford Investment Financial Services, LLC otherOtherOct 7, 2004Oct 4, 2006 (727 d)
Rachel Lauren LoikoBacap Distributors, LLC unclassifiedHartford Investment Financial Services, LLC otherOtherJun 28, 2004May 24, 2006 (695 d)
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5 moves match.