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 Diversified Portfolios, 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 |
|---|---|---|---|---|---|
| Carla Taylor Adams | Diversified Portfolios, Inc. independent RIA | Ametrine Wealth state registered | RIA to a state-registered adviser | Jun 27, 2023 | Aug 1, 2023 (35 d) |
| John Angus Campbell | Diversified Portfolios, Inc. independent RIA | Namesake Group state registered | RIA to a state-registered adviser | Dec 7, 2022 | Dec 18, 2025 (1107 d) |
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2 moves match.