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 Alta Capital Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Amy Clingenpeel Diamond | Alta Capital Management LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Mar 24, 2026 | Apr 10, 2026 |
| Zachary Brian Bitner | Alta Capital Management LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 19, 2025 | Jan 5, 2026 (139 d) |
| Nathan Ellis Rhees | Alta Capital Management LLC independent RIA | Sterling Capital Management LLC other | Other | Aug 7, 2025 | Sep 24, 2025 (48 d) |
| Mark Thompson Woodruff | Alta Capital Management LLC independent RIA | Physician Wealth Advisors, Inc. independent RIA | RIA to RIA | Apr 21, 2022 | Apr 18, 2022 |
| Kurt Harold Brown | Alta Capital Management LLC other | Allegis Investment Advisors, LLC other | Other | May 24, 2016 | Nov 22, 2016 (182 d) |
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5 moves match.