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 Artemis Financial Advisors

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
Mark P HaserArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Elizabeth Leigh BivingsArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Maria FaleyevArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Scott Andrew GillespieArtemis Financial Advisors independent RIALmcg Investments, LLC mixed wealthRIA to RIANov 16, 2023Nov 4, 2024 (354 d)
Sean BeznickiArtemis Financial Advisors independent RIAGlassman Wealth Services, LLC independent RIARIA to RIAMar 23, 2020Mar 31, 2020
Andrew James CayerArtemis Financial Advisors independent RIAAevitas Wealth Management, Inc. independent RIARIA to RIAMar 26, 2018May 23, 2018 (58 d)
Stephanie Castonguay GriebelArtemis Financial Advisors otherPaladin Advisors, LLC otherOtherNov 28, 2011Aug 25, 2011
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7 moves match.