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 Allos 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 |
|---|---|---|---|---|---|
| Kimberly Jane Solomon | Allos Investment Advisors, LLC independent RIA | Capita Financial Network, LLC independent RIA | RIA to RIA | Nov 1, 2024 | Feb 10, 2025 (101 d) |
| Alex Phillip Graham | Allos Investment Advisors, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Sep 1, 2022 | Sep 20, 2022 |
| David William Bush | Allos Investment Advisors, LLC independent RIA | Motiv8 Investments LLC independent RIA | RIA to RIA | Oct 30, 2018 | May 14, 2019 (196 d) |
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3 moves match.