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 Alliant Wealth 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
Rosemary C GuilliamsAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIADec 31, 2022Jan 3, 2023
Cheryl S ParrishAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
John Andrew FrischAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
Jeffrey Lewis SchatzAlliant Wealth Advisors independent RIASavant Wealth Management independent RIARIA to RIAJul 1, 2022Jul 5, 2022
Taylor Harrison EmburyAlliant Wealth Advisors independent RIAOrigin Investment Advisory LLC no RAUMRIA to a newly registered adviserOct 1, 2021Dec 9, 2021 (69 d)
Joseph Patrick WalshAlliant Wealth Advisors independent RIAEmpower Advisory Group, LLC otherOtherJul 28, 2021Jan 10, 2022 (166 d)
John Andrew FrischAlliant Wealth Advisors otherAlexandria Capital otherOtherNov 18, 2015May 26, 2015
Cheryl S ParrishAlliant Wealth Advisors otherAlexandria Capital otherOtherMay 26, 2015May 26, 2015
Matthew AlbrittonAlliant Wealth Advisors otherCommonwealth Financial Network national BDOtherMar 8, 2013Mar 28, 2013
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9 moves match.