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 Diversified Asset Management, Inc.

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
Robert James PyleDiversified Asset Management, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIANov 12, 2025Oct 1, 2025
Matthew James PyleDiversified Asset Management, Inc. independent RIAMission Wealth Management, LP independent RIARIA to RIANov 12, 2025Oct 1, 2025
Drew Brian FrankDiversified Asset Management, Inc. independent RIAWedmont Private Capital independent RIARIA to RIAJun 28, 2024Jun 16, 2025 (353 d)
Michel T SwansonDiversified Asset Management, Inc. independent RIAStordahl Capital Management, Inc. independent RIARIA to RIAJan 25, 2023Feb 18, 2025 (755 d)
Connor William ZimmerDiversified Asset Management, Inc. otherCommonwealth Financial Network national BDOtherMar 23, 2020Jun 2, 2020 (71 d)
Kathrin BiscornetDiversified Asset Management, Inc. otherBsw Wealth Partners independent RIAOtherJul 31, 2018Mar 13, 2019 (225 d)
David Lawrence DayDiversified Asset Management, Inc. otherGold Medal Waters, Inc. independent RIAOtherNov 8, 2016Sep 29, 2017 (325 d)
Sarah M StampDiversified Asset Management, Inc. otherCompass Planning Associates, Inc. independent RIAOtherMay 29, 2014Feb 9, 2018 (1352 d)
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8 moves match.