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 Vista Wealth 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 |
|---|---|---|---|---|---|
| Jayne Louise Smith | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| James Michael Knight | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Michael Edward Spector | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Eric Robert Swensen | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Carolyn Ann Masline | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Johanna Sanchez Adleson | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Warren Gerald Jackson | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Aaron James White | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Regan Stuart Smith | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Mark Michael Bates | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Minou Kristina Rhoades | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Luke Seiderman | Vista Wealth Management, LLC independent RIA | Adero Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 13, 2018 | Aug 14, 2018 |
| Mark Francis Astrinos | Vista Wealth Management, LLC other | Chamberlain Financial Planning & Wealth Management other | Other | Feb 23, 2017 | Jan 18, 2018 (329 d) |
| Henry Burl Pilger | Vista Wealth Management, LLC other | Valmark Advisers, Inc. BD affiliated | Other | Jan 3, 2017 | Mar 27, 2019 (813 d) |
| David Scott Oransky | Vista Wealth Management, LLC other | Laminar Wealth LLC independent RIA | Other | Jul 1, 2013 | Oct 15, 2014 (471 d) |
| Michael Lance Rogers | Vista Wealth Management, LLC other | Bpm Advisors, Inc. no RAUM | Other | Jul 31, 2012 | Aug 15, 2012 |
| Joseph Patrick Delaney | Vista Wealth Management, LLC other | Lifeguard Wealth, LLC unclassified | Other | Jul 9, 2012 | Jul 11, 2012 |
| Richard Andrew Hillsbery | Vista Wealth Management, LLC other | Valmark Advisers, Inc. other | Other | Feb 1, 2012 | May 22, 2012 (111 d) |
| Steven Mac Willis | Vista Wealth Management, LLC other | Willis Financial Services, Inc. state registered | Other | Dec 6, 2010 | Jan 26, 2011 (51 d) |
| Angela Marie Hager | Vista Wealth Management, LLC other | Destination Wealth Management other | Other | Jan 12, 2010 | Sep 1, 2010 (232 d) |
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20 moves match.