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 Ailsa Capital, Inc.

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.

AdvisorFromToTypeLeftRegistered
John Alvin MartindaleAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Tiffany T BodellAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Dane Joshua JensenAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Cam Taggart McclellanAilsa Capital, Inc. independent RIAPalisade Wealth Management independent RIARIA to RIAMar 6, 2023Feb 19, 2023
Daniel James LukeAilsa Capital, Inc. independent RIADiversify Wealth Management LLC otherOtherAug 26, 2011Oct 17, 2011 (52 d)
Ryan Omer SmithAilsa Capital, Inc. independent RIADiversify Wealth Management LLC otherOtherAug 26, 2011Oct 11, 2011 (46 d)
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6 moves match.