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 Aspiriant 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 |
|---|---|---|---|---|---|
| Gregory Paul Fasig | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 10, 2012 |
| Paul John Nikolai | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 10, 2012 |
| John Patrick Petrie | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 9, 2012 |
| Philip James Kastenholz | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 9, 2012 |
| Mary Ellen Krueger | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 19, 2012 |
| Peter Lewin Schwartz | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC other | Other | Jul 9, 2012 | Jul 16, 2012 |
| John Patrick Basford | Aspiriant Investment Advisors, LLC other | Cerity Partners LLC independent RIA | Other | Jun 25, 2012 | Jan 12, 2024 (4218 d) |
| Michael B. Weissman | Aspiriant Investment Advisors, LLC other | Aspiriant, LLC independent RIA | Other | Mar 8, 2012 | Mar 12, 2021 (3291 d) |
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8 moves match.