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 New Frontier 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 |
|---|---|---|---|---|---|
| John Joseph Kehoe | New Frontier Advisors, LLC asset manager | Ameritas Advisory Services, LLC BD affiliated | Other | Nov 14, 2024 | Nov 18, 2024 |
| David Morgan Schubach | New Frontier Advisors, LLC asset manager | Integrity Financial Advisors, LLC independent RIA | Other | Nov 14, 2024 | Apr 15, 2025 (152 d) |
| Jessi Ringo Andrews | New Frontier Advisors, LLC asset manager | Interwealth Management, LLC independent RIA | Other | Apr 17, 2023 | Jun 12, 2023 (56 d) |
| Matthew Vassar Pierce | New Frontier Advisors, LLC other | Island Light Capital unclassified | Other | Dec 31, 2015 | Apr 24, 2012 |
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4 moves match.