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 Vere Asset Management, Inc.
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 |
|---|---|---|---|---|---|
| Joshua James Joiner | Vere Asset Management, Inc. other | Global Investment Advisory no RAUM | Other | Aug 27, 2025 | Oct 29, 2024 |
| Philip Alan Goldstein | Vere Asset Management, Inc. other | 1st Financial Investment, Inc. state registered | Other | Aug 11, 2025 | May 6, 2016 |
| Mark Paul Collinsworth | Vere Asset Management, Inc. other | Oakview Capital Management, L.P. other | Other | Aug 8, 2025 | Feb 16, 2011 |
| Andrew Schiro | Vere Asset Management, Inc. other | Lion Street Advisors, LLC BD affiliated | Other | Feb 4, 2025 | Dec 5, 2024 |
| Michael Wayne Word | Vere Asset Management, Inc. other | Kg Capital Management, LLC independent RIA | Other | Dec 22, 2020 | Aug 14, 2020 |
| Aymeric Henri Martinoia | Vere Asset Management, Inc. other | Vie Invest, LLC state registered | Other | Jun 28, 2016 | Jun 13, 2016 |
Page 1 of 1
6 moves match.