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 Avalan, 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.

AdvisorFromToTypeLeftRegistered
Melissa M EstradaAvalan, LLC independent RIAFidela Wealth state registeredRIA to a state-registered adviserOct 27, 2023Aug 29, 2023
Austin Deimel MullerAvalan, LLC independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 5, 2023Mar 3, 2023
Aaron David RitterAvalan, LLC independent RIAAbundant Wealth Partners, LLC independent RIARIA to RIADec 31, 2021Dec 23, 2021
Andrew Steven BrooksAvalan, LLC independent RIAVillage Wealth Advisors independent RIARIA to RIANov 26, 2019Mar 7, 2022 (832 d)
Jon Westfall CourtneyAvalan, LLC independent RIAVillage Wealth Advisors independent RIARIA to RIANov 8, 2019Mar 7, 2022 (850 d)
Nayivi Veronica VelezAvalan, LLC independent RIAVillage Wealth Advisors independent RIARIA to RIANov 8, 2019Mar 1, 2022 (844 d)
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6 moves match.