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 Altegris 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.

AdvisorFromToTypeLeftRegistered
Chris James MaudlinAltegris Advisors, LLC asset managerAlphacore Capital LLC independent RIAOtherSep 4, 2020Sep 28, 2020
Kristina Joan CagleAltegris Advisors, LLC asset managerAlphacore Capital LLC independent RIAOtherSep 4, 2020Sep 28, 2020
Stephanie Anne WilliamsAltegris Advisors, LLC asset managerAlphacore Capital LLC independent RIAOtherSep 4, 2020Sep 28, 2020
Stephanie C BauerAltegris Advisors, LLC asset managerCommonwealth Financial Network national BDOtherMay 30, 2019Aug 3, 2020 (431 d)
Cynthia Marie AragonAltegris Advisors, LLC asset managerBrentview Investment Management, LLC otherOtherOct 29, 2018Aug 27, 2019 (302 d)
Thomas Wayne UlrichAltegris Advisors, LLC otherSprott Asset Management USA Inc. otherOtherOct 5, 2012Oct 25, 2012
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6 moves match.