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 American Investment Services 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 |
|---|---|---|---|---|---|
| Seth Lawrence Hoffman | American Investment Services Inc independent RIA | Apella Wealth independent RIA | RIA to RIA | Apr 21, 2025 | Apr 23, 2025 |
| Luke Farrell Delorme | American Investment Services Inc independent RIA | Tableaux Wealth independent RIA | RIA to RIA | Aug 6, 2024 | Aug 6, 2024 |
| Bryce Edward Schuler | American Investment Services Inc independent RIA | Bcas independent RIA | RIA to RIA | Jul 6, 2022 | Apr 7, 2023 (275 d) |
| Richard Anthony Seeley | American Investment Services Inc other | Arc Investment Planning & Management Inc other | Other | Dec 2, 2009 | Dec 8, 2009 |
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4 moves match.