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 Forefront Analytics, 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
Stephen Richard KitchingForefront Analytics, LLC mixed wealthKitching Partners, LLC no RAUMRIA to a newly registered adviserApr 11, 2023Mar 19, 2023
Andrew John BrewsterForefront Analytics, LLC mixed wealthGkfo, LLC independent RIARIA to RIAApr 11, 2023Aug 20, 2021
Alimu AbuduForefront Analytics, LLC mixed wealthGkfo, LLC independent RIARIA to RIAMay 4, 2022Jul 9, 2019
Mikhail SamonovForefront Analytics, LLC mixed wealthTwo Centuries Investments, LLC state registeredRIA to a state-registered adviserOct 3, 2018Oct 17, 2025 (2571 d)
Daniel Cook GuyForefront Analytics, LLC otherSpire Wealth Management, LLC otherOtherApr 27, 2015Apr 29, 2015
Kevin Raymond HarperForefront Analytics, LLC otherAlmanack Strategies, LLC no RAUMOtherOct 8, 2013Dec 6, 2013 (59 d)
Page 1 of 1
6 moves match.