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 Investors Portfolio Services LLC
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 |
|---|---|---|---|---|---|
| Haleigh Paige Thompson | Investors Portfolio Services LLC independent RIA | Northwest Asset Management independent RIA | RIA to RIA | Aug 25, 2025 | Aug 28, 2025 |
| Jeffrey Todd Hussey | Investors Portfolio Services LLC independent RIA | Cwc Advisors, LLC independent RIA | RIA to RIA | Jan 25, 2024 | Jan 14, 2024 |
| Jennifer Wynn Bahr | Investors Portfolio Services LLC independent RIA | Thrivent Investment Management Inc. other | Other | Mar 31, 2017 | Apr 17, 2017 |
| Matthew S Weber | Investors Portfolio Services LLC independent RIA | Thrivent Investment Management Inc. other | Other | Jun 14, 2016 | Jul 28, 2016 (44 d) |
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4 moves match.