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 Alphasource Investment Counsel, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Cassedy Miller | Alphasource Investment Counsel, Inc other | Ameriprise Financial Services, LLC national BD | Other | Jul 1, 2013 | Mar 29, 2022 (3193 d) |
| Susanna Joiner Schlangen | Alphasource Investment Counsel, Inc other | Fortitude Advisory Group L.L.C. other | Other | Oct 21, 2010 | Feb 10, 2011 (112 d) |
| Robert M. Wyrick, Jr. | Alphasource Investment Counsel, Inc other | The Retirement Group, LLC other | Other | Mar 19, 2009 | Apr 18, 2011 (760 d) |
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3 moves match.