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 Ameritime, 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.

AdvisorFromToTypeLeftRegistered
Brian D LutherAmeritime, LLC state registeredSecurities America Advisors, Inc. otherOtherMar 18, 2023Jul 20, 2017
Steven Q. AdamsonAmeritime, LLC state registeredSecurities America Advisors, Inc. otherOtherDec 13, 2017Jul 24, 2017
Mark Edward HoweAmeritime, LLC state registeredOnedigital otherOtherJan 21, 2010Jun 4, 2012 (865 d)
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3 moves match.