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 Autus Asset Management, 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 |
|---|---|---|---|---|---|
| Jeffrey Edward Krueg | Autus Asset Management, LLC independent RIA | Dynamic independent RIA | RIA to RIA | Feb 23, 2023 | Feb 27, 2023 |
| Theresa Anne Krueg | Autus Asset Management, LLC independent RIA | Dynamic independent RIA | RIA to RIA | Feb 23, 2023 | Feb 27, 2023 |
| Theresa Colette Standart | Autus Asset Management, LLC independent RIA | Dynamic independent RIA | RIA to RIA | Feb 23, 2023 | Feb 27, 2023 |
| Kipp Christopher Goll | Autus Asset Management, LLC independent RIA | Rulapaugh Stanley E CFA unclassified | Other | Feb 21, 2023 | Sep 15, 2009 |
| John Leslie Stull | Autus Asset Management, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Feb 21, 2023 | Feb 16, 2023 |
| Donald Steven Cuppy | Autus Asset Management, LLC independent RIA | Rulapaugh Stanley E CFA unclassified | Other | Feb 21, 2023 | Sep 15, 2009 |
| Jason Gabriel Richards | Autus Asset Management, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Feb 21, 2023 | Mar 29, 2023 (36 d) |
| Mark Andrew Fiedler | Autus Asset Management, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Feb 21, 2023 | Jan 23, 2023 |
| Stephen Paul Weatherby | Autus Asset Management, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Feb 21, 2023 | Jan 23, 2023 |
| Austin Richard Witherill | Autus Asset Management, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Feb 21, 2023 | Feb 16, 2023 |
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10 moves match.