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 Zermatt Wealth Partners

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
Christopher Ryan ThomasZermatt Wealth Partners independent RIAFarther independent RIARIA to RIAApr 2, 2026Mar 24, 2026
Grant Michael SylvesterZermatt Wealth Partners independent RIAFarther independent RIARIA to RIAApr 2, 2026Apr 2, 2026
Michael Lee HudsonZermatt Wealth Partners independent RIAFarther independent RIARIA to RIAMay 17, 2024Jun 3, 2024
Brian Patrick FlemingZermatt Wealth Partners independent RIAFarther independent RIARIA to RIAMay 17, 2024Jun 3, 2024
Noah BaumZermatt Wealth Partners independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseNov 29, 2023Dec 7, 2023
Robert K BrittonZermatt Wealth Partners independent RIATcg Advisors, LP otherOtherMar 3, 2020Mar 12, 2020
Brooke Elizabeth WarnerZermatt Wealth Partners otherHoylecohen, LLC independent RIAOtherNov 15, 2017Apr 26, 2022 (1623 d)
Sean Patrick NisilZermatt Wealth Partners otherSimplifi, Inc. otherOtherMay 30, 2014Jun 6, 2014
Anders Johan NorrmanZermatt Wealth Partners otherSpreckels Wealth Management state registeredOtherMar 21, 2014Jun 8, 2021 (2636 d)
Frederick Vinup BrooksZermatt Wealth Partners otherBlankinship & Foster, LLC otherOtherNov 4, 2004Nov 18, 2004
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10 moves match.