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 Alerus Investment Advisors Corporation
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 |
|---|---|---|---|---|---|
| Jeremy Michael Bryan | Alerus Investment Advisors Corporation other | Gradient Investments, LLC other | Other | Mar 30, 2016 | Dec 7, 2016 (252 d) |
| Sandra Kay Korbel | Alerus Investment Advisors Corporation other | Osaic Institutions, Inc. BD affiliated | Other | Dec 31, 2015 | Jun 15, 2020 (1628 d) |
| Bryan David Grimm | Alerus Investment Advisors Corporation other | Captrust institutional | Other | Oct 28, 2014 | Aug 14, 2025 (3943 d) |
| Jolynn Davis | Alerus Investment Advisors Corporation other | Captrust institutional | Other | Feb 22, 2011 | Dec 20, 2023 (4684 d) |
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4 moves match.