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 Alterity Financial Group, 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 |
|---|---|---|---|---|---|
| Timothy D. Haugh | Alterity Financial Group, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2024 | Mar 29, 2024 |
| David Allan Krech | Alterity Financial Group, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2024 | Mar 28, 2024 |
| Torr Edwards Steinhilber | Alterity Financial Group, LLC independent RIA | Munro Asset Management L.L.C. state registered | RIA to a state-registered adviser | Mar 28, 2024 | Dec 12, 2025 (624 d) |
| Justin Paul Elliott | Alterity Financial Group, LLC independent RIA | Walser Wealth Management Company, A Limited Liability Company independent RIA | RIA to RIA | Mar 28, 2024 | Dec 22, 2025 (634 d) |
| Christopher Marshall | Alterity Financial Group, LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2018 | Sep 20, 2018 (58 d) |
| Steven Duval Harrison | Alterity Financial Group, LLC other | Advisory Services Network other | Other | Jul 6, 2015 | Jul 14, 2015 |
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6 moves match.