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 Wealthspire Advisors

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.

AdvisorFromToTypeLeftRegistered
Sabrina Francis LowellWealthspire Advisors independent RIAFort Point Capital Partners LLC independent RIARIA to RIANov 15, 2021Nov 21, 2021
George Robert LaneWealthspire Advisors independent RIAJoslin Capital Advisors LLC independent RIARIA to RIAApr 19, 2021May 9, 2021
Mary Louise BallinWealthspire Advisors independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAMay 12, 2020May 18, 2020
Elizabeth Lawrence RevenkoWealthspire Advisors independent RIAEnsemble Capital Management, LLC independent RIARIA to RIAApr 22, 2020Oct 20, 2020 (181 d)
Paul Alexander AustinWealthspire Advisors independent RIAYellowbrickroad Financial Advisors, LLC independent RIARIA to RIAAug 24, 2018Nov 3, 2018 (71 d)
Robert Jon Stamps BradfordWealthspire Advisors independent RIAAffinity Capital Advisors LLC independent RIARIA to RIAMay 8, 2018May 1, 2018
Alexander GanglWealthspire Advisors otherWealthspan unclassifiedOtherJan 11, 2018May 3, 2018 (112 d)
Sabrina LeeWealthspire Advisors otherGrove independent RIAOtherJun 8, 2017Jun 29, 2017
Ralph Gregory LatzaWealthspire Advisors otherLifestream Financial, Inc. unclassifiedOtherMar 28, 2013Mar 26, 2013
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9 moves match.