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 Armbruster Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Elizabeth Ann Barrett | Armbruster Capital Management, Inc. independent RIA | Apex Advisers, LLC independent RIA | RIA to RIA | Nov 1, 2022 | Jan 4, 2023 (64 d) |
| Nicholas Joseph Russo | Armbruster Capital Management, Inc. independent RIA | R2 Capital Management, LLC unclassified | Other | Feb 18, 2021 | Mar 3, 2021 |
| Colby Loomis Feane | Armbruster Capital Management, Inc. independent RIA | Qci Asset Management Inc mixed wealth | RIA to RIA | Aug 26, 2020 | Aug 18, 2021 (357 d) |
| John Norman Clute Lyon | Armbruster Capital Management, Inc. other | Ned Davis Research, Inc. no RAUM | Other | Nov 6, 2013 | Apr 17, 2014 (162 d) |
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4 moves match.