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 Dimensional Fund Advisors LP

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
Dale Miles SkogstadDimensional Fund Advisors LP otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherMar 28, 2018Apr 6, 2018
Wesley Walden LyonDimensional Fund Advisors LP otherLyon Wealth Advisors mixed wealthOtherFeb 9, 2018Mar 30, 2023 (1875 d)
Massimiliano De SantisDimensional Fund Advisors LP otherDesmo Wealth Advisors, LLC state registeredOtherDec 21, 2017Jul 11, 2019 (567 d)
Carla Andrea Fava QuirogaDimensional Fund Advisors LP otherInnealta Capital asset managerOtherOct 20, 2017Jul 11, 2018 (264 d)
Nicholas Austin BowersDimensional Fund Advisors LP otherAfam Capital, Inc. otherOtherOct 13, 2017Nov 14, 2017 (32 d)
Edmund Sean SullivanDimensional Fund Advisors LP otherBlackrock Investment Management, LLC otherOtherAug 31, 2017Sep 27, 2017
Zachary Isaac SlabotskyDimensional Fund Advisors LP otherInvest Financial Corporation otherOtherAug 9, 2017Sep 11, 2017 (33 d)
Lindsey Shea Woodward RafkindDimensional Fund Advisors LP otherAbacus Wealth Partners otherOtherJul 6, 2017Aug 30, 2017 (55 d)
Jorge Armando SorianoDimensional Fund Advisors LP otherAdviceperiod, LLC otherOtherJun 16, 2017Jul 5, 2017
Ricardo PerusquiaDimensional Fund Advisors LP otherCaz Investments L.P. asset managerOtherJun 5, 2017Jun 18, 2021 (1474 d)
Joshua Elessar CliffordDimensional Fund Advisors LP otherAustin Asset otherOtherMay 1, 2017May 25, 2017
James Alvin MillerDimensional Fund Advisors LP otherBlackrock Investment Management, LLC otherOtherMar 24, 2017Apr 4, 2017
Carli Renee SmithDimensional Fund Advisors LP otherMl&R Wealth Management LLC independent RIAOtherMar 9, 2017May 30, 2018 (447 d)
Bryan WilczewskiDimensional Fund Advisors LP otherEdward Jones national BDOtherMay 10, 2016Mar 22, 2017 (316 d)
Kyle Jacob LundeDimensional Fund Advisors LP otherParametric Portfolio Associates otherOtherFeb 5, 2016Apr 25, 2016 (80 d)
Kira Leigh ScottDimensional Fund Advisors LP otherIntegrated Wealth Strategies, LLC independent RIAOtherOct 5, 2015Apr 15, 2017 (558 d)
Vito Antonio SciaraffiaDimensional Fund Advisors LP otherAfam Capital, Inc. otherOtherJun 18, 2015Jun 19, 2015
Zornitsa Ventsislavova SantiagoDimensional Fund Advisors LP otherCapital Bank And Trust Company mixed wealthOtherMay 20, 2015Feb 17, 2021 (2100 d)
Tylor Bordelon SeamanDimensional Fund Advisors LP otherMaslow Wealth Advisors otherOtherApr 21, 2015May 6, 2015
Matthew Harrison MillerDimensional Fund Advisors LP otherSjs Investment Services otherOtherJun 4, 2014Mar 4, 2015 (273 d)
Babak GahvariDimensional Fund Advisors LP otherPure Financial Advisors, LLC otherOtherJan 28, 2014Jan 28, 2014
Christopher WisdomDimensional Fund Advisors LP otherVoya Financial Advisors, Inc. BD affiliatedOtherApr 30, 2013Nov 21, 2023 (3857 d)
John Thomas BloodDimensional Fund Advisors LP otherDisciplined Wealth Strategies, Inc. otherOtherFeb 26, 2013Feb 6, 2013
Marc Anthony JimenezDimensional Fund Advisors LP otherCambridge Wealth Counsel otherOtherSep 21, 2012Sep 21, 2012
Rafia Khushbakht HasanDimensional Fund Advisors LP otherCogent Strategic Wealth LLC otherOtherJul 18, 2012Mar 25, 2014 (615 d)
Brian Kent PinkstonDimensional Fund Advisors LP otherBright Road Wealth Management, LLC independent RIAOtherJun 5, 2012Jun 25, 2012
Jonathan Marichal RogersDimensional Fund Advisors LP otherForum Financial Management, LP otherOtherNov 17, 2011Feb 2, 2012 (77 d)
Robert Timothy FrenchDimensional Fund Advisors LP otherMclean Asset Management Corp. otherOtherJul 14, 2010May 26, 2015 (1777 d)
Sheila Rae StowersDimensional Fund Advisors LP otherCharles Schwab & Co., Inc. national BDOtherNov 18, 2008Feb 2, 2009 (76 d)
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149 moves match.