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 Vantage Investment Partners, 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 |
|---|---|---|---|---|---|
| Nicholas Sebastian Barnes | Vantage Investment Partners, LLC independent RIA | Obermeyer Wealth Partners independent RIA | RIA to RIA | Dec 31, 2020 | Nov 10, 2021 (314 d) |
| Samuel David Romersberger | Vantage Investment Partners, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Dec 14, 2018 | Oct 5, 2022 (1391 d) |
| Nancy Nuernberger Thomsen | Vantage Investment Partners, LLC other | Creative Planning other | Other | Dec 31, 2015 | Jan 4, 2016 |
| Julie Karen Schieffer | Vantage Investment Partners, LLC other | Creative Planning independent RIA | Other | Mar 4, 2013 | Jan 19, 2021 (2878 d) |
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4 moves match.