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 Deschutes Investment Consulting, 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 |
|---|---|---|---|---|---|
| Philip Glenn Sherman | Deschutes Investment Consulting, LLC other | Iht Wealth Management LLC BD affiliated | Other | Jul 20, 2026 | Jul 17, 2026 |
| Jonathan Kyle Metz | Deschutes Investment Consulting, LLC other | Iht Wealth Management LLC BD affiliated | Other | Jul 20, 2026 | Jul 22, 2026 |
| Jacob Vincent Stewart | Deschutes Investment Consulting, LLC other | Northcoast Asset Management LLC independent RIA | Other | May 6, 2026 | Jun 26, 2026 (51 d) |
| Kyle David Dodrill | Deschutes Investment Consulting, LLC other | Mercer Global Advisors Inc. independent RIA | Other | Jan 3, 2025 | Jan 7, 2025 |
| Nicole M Bryson | Deschutes Investment Consulting, LLC mixed wealth | Tpg Financial Advisors, LLC mixed wealth | RIA to RIA | Jan 5, 2022 | Jan 19, 2022 |
| Michael Dean Walters | Deschutes Investment Consulting, LLC mixed wealth | Tpg Financial Advisors, LLC mixed wealth | RIA to RIA | Jun 3, 2021 | Jun 14, 2021 |
Page 1 of 1
6 moves match.