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 Vantage Wealth
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 |
|---|---|---|---|---|---|
| James Michael Vandevoorde | Vantage Wealth independent RIA | Summitry, LLC independent RIA | RIA to RIA | Apr 7, 2026 | Mar 5, 2026 |
| Alexander A Tran | Vantage Wealth independent RIA | Summitry, LLC independent RIA | RIA to RIA | Apr 7, 2026 | Mar 5, 2026 |
| Mary Elizabeth Storjohann | Vantage Wealth other | Morgan Stanley wirehouse | Other | Aug 9, 2013 | Oct 27, 2010 |
| Casey Donald Grigg | Vantage Wealth other | Callidus Capital Partners LLC state registered | Other | Feb 13, 2006 | Jan 30, 2006 |
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4 moves match.