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 Vista Capital Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lyndsi Grace Stender | Vista Capital Partners, Inc. independent RIA | Ellevest independent RIA | RIA to RIA | Jun 10, 2024 | Jun 24, 2024 |
| Emily Grace Genor | Vista Capital Partners, Inc. independent RIA | Becker Capital Management, Inc. independent RIA | RIA to RIA | May 1, 2024 | May 12, 2024 |
| Samantha Viviane Torres | Vista Capital Partners, Inc. independent RIA | Avier Wealth Advisors independent RIA | RIA to RIA | May 1, 2023 | Jul 18, 2023 (78 d) |
| Amanda Jean Harvey | Vista Capital Partners, Inc. independent RIA | Uplevel Wealth independent RIA | RIA to RIA | Mar 29, 2021 | Mar 29, 2021 |
| Anika Rose Hedstrom | Vista Capital Partners, Inc. independent RIA | Uplevel Wealth independent RIA | RIA to RIA | Jul 22, 2020 | Feb 23, 2021 (216 d) |
| Corey Catherine Beal | Vista Capital Partners, Inc. other | Crowdstreet Advisors, LLC no RAUM | Other | Sep 1, 2017 | Nov 19, 2018 (444 d) |
| Adam David Cornwell | Vista Capital Partners, Inc. other | North Ridge independent RIA | Other | Apr 24, 2014 | Nov 24, 2014 (214 d) |
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7 moves match.