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 Envoi 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
Ryan David SteenslandEnvoi LLC independent RIATiedemann Advisors, LLC independent RIARIA to RIAJul 2, 2024Jul 16, 2024
James Allen SandEnvoi LLC independent RIATiedemann Advisors, LLC independent RIARIA to RIAJul 2, 2024Jul 11, 2024
Anthony Scott QuillEnvoi LLC independent RIATiedemann Advisors, LLC independent RIARIA to RIAJul 2, 2024Jul 11, 2024
Erich HartwigEnvoi LLC independent RIATiedemann Advisors, LLC independent RIARIA to RIAJul 2, 2024Jul 15, 2024
Jordan Thomas PaineEnvoi LLC independent RIATiedemann Advisors, LLC independent RIARIA to RIAJul 2, 2024Jul 10, 2024
Elizabeth R GustafsonEnvoi LLC independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJan 17, 2023Jan 4, 2024 (352 d)
Page 1 of 1
6 moves match.