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 Vestory, 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 |
|---|---|---|---|---|---|
| Thomas Charles Cock | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 5, 2021 |
| Joyce Virginia Bloomquist | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 6, 2021 |
| Mitchell Jon Ewart | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 6, 2021 |
| Andrew J Hooley | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 6, 2021 |
| Derek Charles Jobe | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 5, 2021 |
| Taylor Corbin Cock | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 5, 2021 |
| Shawn David Hoyt | Vestory, LLC independent RIA | Apella Wealth independent RIA | RIA to RIA | Dec 31, 2020 | Jan 6, 2021 |
| Kim Maureen Miller | Vestory, LLC independent RIA | Viewpoint Advisory, LLC no RAUM | RIA to a newly registered adviser | Nov 26, 2019 | Oct 15, 2019 |
| Kevin Andrew Erwert | Vestory, LLC independent RIA | Aletheian Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | May 13, 2019 | Aug 5, 2019 (84 d) |
| Riley Graham Poppy | Vestory, LLC independent RIA | Ignite Financial Planning, LLC unclassified | Other | Dec 27, 2018 | Jul 9, 2019 (194 d) |
| Jered B Skousen | Vestory, LLC independent RIA | Harvard Avenue Investment Advisory state registered | RIA to a state-registered adviser | Dec 17, 2018 | Feb 27, 2018 |
| Thomas B Mclean | Vestory, LLC independent RIA | Advitica Financial Planning LLC state registered | RIA to a state-registered adviser | Jul 19, 2018 | Aug 2, 2018 |
| Anita Linda Gray | Vestory, LLC other | Northwest Asset Management independent RIA | Other | Jan 10, 2018 | Jul 2, 2018 (173 d) |
| Michael Dean Taylor | Vestory, LLC other | Wealth Teams Alliance independent RIA | Other | Jul 7, 2016 | Dec 5, 2024 (3073 d) |
| Michael Dean Taylor | Vestory, LLC other | Elliott Cove Capital Management other | Other | Aug 3, 2015 | Sep 19, 2013 |
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15 moves match.