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 Athenainvest Advisors LLC
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 |
|---|---|---|---|---|---|
| Lambert Cadwalader Bunker | Athenainvest Advisors LLC other | Quartz Partners Investment Management independent RIA | Other | Jun 8, 2026 | Apr 28, 2026 |
| David Joseph Stock | Athenainvest Advisors LLC other | Quartz Partners Investment Management independent RIA | Other | Jun 8, 2026 | Jun 11, 2026 |
| Charles Thomas Howard | Athenainvest Advisors LLC other | Quartz Partners Investment Management independent RIA | Other | Jun 8, 2026 | Apr 27, 2026 |
| Andrew Charles Howard | Athenainvest Advisors LLC other | Quartz Partners Investment Management independent RIA | Other | Jun 8, 2026 | Apr 27, 2026 |
| Stephen Thomas Bogosian | Athenainvest Advisors LLC other | Swan Global Investments, LLC mixed wealth | Other | Mar 8, 2021 | Dec 18, 2020 |
| James Carroll Quinn | Athenainvest Advisors LLC other | B. C. Ziegler And Company other | Other | Aug 2, 2013 | Jul 11, 2013 |
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6 moves match.