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 Financial Investment Team ("Fit")
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 |
|---|---|---|---|---|---|
| Samuel Joseph Detke | Financial Investment Team ("Fit") independent RIA | Tpg Financial Advisors, LLC mixed wealth | RIA to RIA | Aug 9, 2022 | Aug 30, 2022 |
| Brittany Anne Jacobson | Financial Investment Team ("Fit") independent RIA | Fisher Investments independent RIA | RIA to RIA | Aug 31, 2020 | Sep 16, 2020 |
| Jason Allen Stewart | Financial Investment Team ("Fit") independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Sep 10, 2019 | Jul 31, 2019 |
| Michael Frederick Bien | Financial Investment Team ("Fit") independent RIA | Blackridge Asset Management, LLC independent RIA | RIA to RIA | Jun 3, 2019 | Jun 3, 2019 |
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4 moves match.