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 Obermeyer 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Maia Andrea Babbs | Obermeyer Wealth Partners independent RIA | Lariat Wealth Management state registered | RIA to a state-registered adviser | Jan 19, 2021 | Jun 28, 2021 (160 d) |
| John Robert Goltermann | Obermeyer Wealth Partners other | Highgate Securities Investments unclassified | Other | Nov 16, 2016 | Dec 23, 2016 (37 d) |
| Bradley Lowe Zanin | Obermeyer Wealth Partners other | Aspen Financial Solutions, LLC state registered | Other | Feb 24, 2014 | Jan 6, 2026 (4334 d) |
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3 moves match.