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 Family 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 |
|---|---|---|---|---|---|
| Daniel Terrill Russler | Family Asset Management, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Mar 25, 2025 | Sep 16, 2024 |
| Andrew Thomas Barrett | Family Asset Management, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Mar 25, 2025 | Sep 16, 2024 |
| Kimberly Dawn Chism-Moore | Family Asset Management, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Mar 25, 2025 | Nov 26, 2024 |
| John Briggs Huddleston | Family Asset Management, LLC independent RIA | Telos Capital Partners state registered | RIA to a state-registered adviser | Jun 20, 2024 | Sep 24, 2024 (96 d) |
| Granger Christian Osborne | Family Asset Management, LLC independent RIA | Southeast Asset Advisors, LLC independent RIA | RIA to RIA | Oct 24, 2019 | Aug 30, 2019 |
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5 moves match.