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 Andina Advisors
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 |
|---|---|---|---|---|---|
| James Brett Belliston | Andina Advisors independent RIA | Tanara Wealth Management LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2026 | Apr 14, 2026 |
| Roger Zebulun Lowe | Andina Advisors independent RIA | Tanara Wealth Management LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2026 | Apr 13, 2026 |
| Alex Phillip Graham | Andina Advisors independent RIA | Tanara Wealth Management LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2026 | Apr 14, 2026 |
| Tyler Marc Thompson | Andina Advisors independent RIA | Tanara Wealth Management LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2026 | Apr 14, 2026 |
| Mason G Miles | Andina Advisors independent RIA | Tanara Wealth Management LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2026 | Apr 14, 2026 |
| Luke Ballard Dance | Andina Advisors mixed wealth | Dance Investment Partners, LLC state registered | RIA to a state-registered adviser | Feb 8, 2024 | Jun 6, 2025 (484 d) |
| Chad Ryan Poulson | Andina Advisors mixed wealth | Decker Retirement Planning Inc. independent RIA | RIA to RIA | Jul 31, 2023 | Jul 10, 2023 |
| Chester William Holliday | Andina Advisors mixed wealth | Elite Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 7, 2022 | Jan 1, 2026 (1396 d) |
| Brennon Sterling Bowen | Andina Advisors other | Arista Wealth Management, LLC other | Other | Mar 24, 2017 | Jan 18, 2017 |
| Lowell Charles Crabb | Andina Advisors other | Drive Wealth Advisers independent RIA | Other | May 21, 2015 | Feb 6, 2015 |
| Andrew Jay Brown | Andina Advisors other | Alpine Capital Management, LLC unclassified | Other | Dec 15, 2014 | Dec 24, 2014 |
| Cliff S Duester | Andina Advisors other | Park Avenue Securities LLC other | Other | Sep 27, 2013 | Dec 20, 2013 (84 d) |
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12 moves match.