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 Visionary Asset Management
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 |
|---|---|---|---|---|---|
| Mark Adam Vuskov | Visionary Asset Management independent RIA | Independent Solutions Wealth Management, LLC independent RIA | RIA to RIA | Apr 1, 2019 | Apr 21, 2026 (2577 d) |
| Jennifer Zittel | Visionary Asset Management independent RIA | Next Financial Group, Inc. other | Other | Apr 1, 2019 | Nov 17, 2015 |
| Andrew Cassedy Miller | Visionary Asset Management independent RIA | Alphasource Investment Counsel, Inc other | Other | Apr 1, 2019 | Apr 4, 2012 |
| Julie Ann Martinez | Visionary Asset Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2019 | Sep 4, 2025 (2348 d) |
| Marlana Arline Splettstosser | Visionary Asset Management other | Citigroup Global Markets Inc. other | Other | Aug 10, 2016 | Oct 6, 2016 (57 d) |
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5 moves match.