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 Third Eye Associates, Ltd
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 |
|---|---|---|---|---|---|
| Rebecca Elisabeth Brown | Third Eye Associates, Ltd state registered | Visionary Horizons, LLC independent RIA | Other | Jun 1, 2026 | May 15, 2026 |
| Lori Beth Lustberg | Third Eye Associates, Ltd state registered | Ellevest independent RIA | Other | Jul 8, 2024 | Aug 2, 2024 |
| Michael Bassell Karwic | Third Eye Associates, Ltd state registered | Glenayr Family Advisors LLC state registered | Other | Aug 23, 2022 | Oct 31, 2022 (69 d) |
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3 moves match.