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 Altruvista 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 |
|---|---|---|---|---|---|
| Jared Scott Waldrup | Altruvista LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Apr 1, 2024 | Apr 1, 2024 |
| Ana Carolina Tagtmeyer | Altruvista LLC independent RIA | Mosaic Advisors independent RIA | RIA to RIA | Jun 20, 2023 | Jun 29, 2023 |
| Hester Rebekah Broad | Altruvista LLC independent RIA | Willis Johnson Wealth independent RIA | RIA to RIA | Jun 8, 2020 | Jul 30, 2020 (52 d) |
| Jack Daniel Cowling | Altruvista LLC independent RIA | Waterway Wealth Management, L.L.C. independent RIA | RIA to RIA | Apr 17, 2019 | Jun 1, 2019 (45 d) |
| Abbas Riyaz Somji | Altruvista LLC independent RIA | Tanager Wealth Management mixed wealth | RIA to RIA | Jul 3, 2018 | Feb 20, 2020 (597 d) |
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5 moves match.