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 Truepoint, Inc.
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 |
|---|---|---|---|---|---|
| Andrew Blade Thompson | Truepoint, Inc. independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Jan 12, 2026 |
| Kyle Whitney Dodson | Truepoint, Inc. independent RIA | The Advisory Group Of San Francisco, LLC independent RIA | RIA to RIA | Apr 26, 2024 | Aug 5, 2024 (101 d) |
| Dejah Nikayla Gay | Truepoint, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 3, 2024 | Oct 11, 2024 (282 d) |
| Andrew Jordan Damcevski | Truepoint, Inc. independent RIA | Ajd Wealth state registered | RIA to a state-registered adviser | Aug 9, 2023 | Nov 9, 2023 (92 d) |
| Eric Scott Ross | Truepoint, Inc. independent RIA | Madison Wealth Management independent RIA | RIA to RIA | Feb 17, 2021 | Mar 26, 2021 (37 d) |
| Kyle Wayne Rudduck | Truepoint, Inc. other | Creative Planning other | Other | Mar 15, 2017 | Jan 25, 2017 |
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6 moves match.