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 Israel Investment Advisors, 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 |
|---|---|---|---|---|---|
| Jackson Mathias Brown | Israel Investment Advisors, LLC asset manager | Ghp Investment Advisors Inc independent RIA | Other | Apr 25, 2025 | Apr 5, 2023 |
| John Robert Strunc | Israel Investment Advisors, LLC asset manager | Mountain Capital Investment Advisors Inc independent RIA | Other | Oct 27, 2022 | Sep 21, 2022 |
| Joseph T Friedman | Israel Investment Advisors, LLC asset manager | Beacon Pointe Advisors, LLC independent RIA | Other | May 6, 2020 | Jan 15, 2026 (2080 d) |
Page 1 of 1
3 moves match.