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 Voisard Asset Management Group
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 |
|---|---|---|---|---|---|
| Leigh Allison Mast | Voisard Asset Management Group independent RIA | L2 Asset Management, LLC asset manager | Other | Jul 12, 2024 | Dec 2, 2024 (143 d) |
| Matthew J Teravest | Voisard Asset Management Group independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Oct 12, 2023 | Nov 7, 2023 |
| John Conrad Hays | Voisard Asset Management Group independent RIA | Lincoln Investment independent RIA | RIA to RIA | May 27, 2022 | Jul 30, 2022 (64 d) |
| Ernest Dale Anderson | Voisard Asset Management Group other | Waddell & Reed other | Other | Dec 4, 2015 | Dec 2, 2015 |
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4 moves match.