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
Departures from Austin Asset
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 |
|---|---|---|---|---|---|
| Victoria Blake Burress | Austin Asset independent RIA | Greenup Street Wealth Management LLC independent RIA | RIA to RIA | Jul 30, 2025 | Oct 13, 2025 (75 d) |
| Danqin Fang | Austin Asset independent RIA | Wealth Beyond Math state registered | RIA to a state-registered adviser | Apr 26, 2024 | Oct 22, 2024 (179 d) |
| Thomas James Stevenson | Austin Asset independent RIA | Avant Financial Advisors independent RIA | RIA to RIA | Mar 8, 2022 | Feb 13, 2022 |
| Marybeth Christine Meyer | Austin Asset independent RIA | Ml&R Wealth Management LLC independent RIA | RIA to RIA | May 10, 2021 | Jun 10, 2021 (31 d) |
| Clayton Boone | Austin Asset independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Sep 29, 2020 | Jan 6, 2021 (99 d) |
| Joshua Elessar Clifford | Austin Asset independent RIA | Ark Financial Advisors, LLC unclassified | Other | Mar 6, 2020 | Apr 3, 2020 |
| Scott Matthew Ela | Austin Asset independent RIA | Avant Financial Advisors independent RIA | RIA to RIA | Jun 5, 2018 | Sep 20, 2018 (107 d) |
| Daphne Lenore Jordan | Austin Asset other | Pioneer Wealth Management Group independent RIA | Other | Oct 18, 2017 | Nov 15, 2017 |
| Tasha Lynn Rock | Austin Asset other | Laureate Wealth Management, LLC independent RIA | Other | Aug 31, 2015 | Oct 2, 2015 (32 d) |
| Kenneth Wayne Price | Austin Asset other | Per Stirling Capital Management, LLC other | Other | May 7, 2015 | Jun 16, 2015 (40 d) |
| Alexander Burton Yeager | Austin Asset other | Everlong Financial state registered | Other | Jul 16, 2014 | Sep 5, 2014 (51 d) |
| Pamela Heidi Friedman | Austin Asset other | Cincinnati Analysts, Inc other | Other | Jan 3, 2012 | Feb 7, 2012 (35 d) |
| Jenny Gipson Fleming | Austin Asset other | Equistar Wealth Management LLC other | Other | Sep 8, 2008 | Oct 6, 2008 |
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13 moves match.