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 Nuance Investments, 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 |
|---|---|---|---|---|---|
| Rositsa Angelova Esenberg | Nuance Investments, LLC asset manager | Veta Investment Partners, LLC other | Other | Dec 31, 2025 | Jan 26, 2026 |
| Jennifer Lynn Mcbee | Nuance Investments, LLC asset manager | Ae Wealth Management, LLC BD affiliated | Other | Oct 1, 2025 | Oct 22, 2025 |
| Dustin Meza | Nuance Investments, LLC asset manager | Ae Wealth Management, LLC independent RIA | Other | Oct 30, 2024 | Jan 8, 2025 (70 d) |
| Jordan Lee Roundtree | Nuance Investments, LLC asset manager | State Farm Investment Management Corp. asset manager | Other | Sep 12, 2022 | Sep 3, 2024 (722 d) |
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4 moves match.