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 Advanced Practice 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
Ravi DavisAdvanced Practice Advisors, LLC independent RIAHippocratic Financial Advisors independent RIARIA to RIAJun 29, 2018Feb 11, 2016
Gabriella SheffieldAdvanced Practice Advisors, LLC independent RIANorthwest Asset Management otherOtherJun 25, 2018Feb 26, 2018
Robert Hurley InghamAdvanced Practice Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 3, 2018Jan 18, 2024 (2086 d)
Taylor Robert SchulteAdvanced Practice Advisors, LLC otherDefine Financial, LLC independent RIAOtherAug 18, 2017Apr 17, 2021 (1338 d)
Jonathan Michael LuskinAdvanced Practice Advisors, LLC otherDefine Financial, LLC independent RIAOtherAug 18, 2017Jul 14, 2017
Robert James RocheAdvanced Practice Advisors, LLC otherRobotic Trading Advisors, LLC otherOtherMar 31, 2016Aug 8, 2017 (495 d)
Kenneth Anthony BlattenbauerAdvanced Practice Advisors, LLC otherKingstone Capital Partners Texas, LLC independent RIAOtherSep 21, 2015Nov 18, 2015 (58 d)
Donald Louis DalesandroAdvanced Practice Advisors, LLC other"Tate Asset Management" And "Dco Wealth Management" otherOtherJul 23, 2014Aug 28, 2014 (36 d)
Bobby Glenn JamesAdvanced Practice Advisors, LLC otherScf Investment Advisors, Inc. otherOtherJun 25, 2014Aug 12, 2014 (48 d)
Timothy James SchneiderAdvanced Practice Advisors, LLC other"Tate Asset Management" And "Dco Wealth Management" independent RIAOtherJun 28, 2013Jan 1, 2025 (4205 d)
Daniel Craig OsgoodAdvanced Practice Advisors, LLC other"Tate Asset Management" And "Dco Wealth Management" otherOtherSep 4, 2012Oct 16, 2012 (42 d)
Christopher Alan TateAdvanced Practice Advisors, LLC other"Tate Asset Management" And "Dco Wealth Management" otherOtherSep 4, 2012Oct 16, 2012 (42 d)
Grant Daniel VahallaAdvanced Practice Advisors, LLC otherStrategic Advisers LLC national BDOtherAug 10, 2012Jun 27, 2013 (321 d)
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13 moves match.