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 Avenir Corporation
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 |
|---|---|---|---|---|---|
| Peter Creighton Keefe | Avenir Corporation independent RIA | Rockbridge Asset Management, LLC independent RIA | RIA to RIA | May 14, 2024 | Dec 6, 2024 (206 d) |
| Christopher Peard Hoerner | Avenir Corporation independent RIA | The Hoerner Planning Group, LLC independent RIA | RIA to RIA | Jan 2, 2020 | Jan 6, 2020 |
| John Newton Apgar | Avenir Corporation independent RIA | Four Points Capital LLC state registered | RIA to a state-registered adviser | Jul 2, 2018 | Nov 9, 2023 (1956 d) |
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3 moves match.