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 Adaptive Wealth Engineering
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 |
|---|---|---|---|---|---|
| David Simeon Feinman | Adaptive Wealth Engineering other | Silverlake Portfolio Advisors LLC state registered | Other | Mar 27, 2015 | Apr 10, 2025 (3667 d) |
| Arthur John Thielen | Adaptive Wealth Engineering other | Thielen Capital Corporation independent RIA | Other | Jan 31, 2014 | Jan 1, 2026 (4353 d) |
| Kermit Johns | Adaptive Wealth Engineering other | Johns & Wilkinson LLC other | Other | Aug 13, 2012 | Jan 27, 2009 |
| Simon Street Reeves | Adaptive Wealth Engineering other | Greenberg Graham Advisors LLC other | Other | Aug 6, 2010 | Apr 26, 2010 |
| Barrett Sean Porter | Adaptive Wealth Engineering other | Abacus Portfolios unclassified | Other | Dec 7, 2006 | Dec 15, 2006 |
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5 moves match.