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 Tweet Management Services, Inc.

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
Darren DevriesTweet Management Services, Inc. independent RIADe Vries Asset Management, LLC state registeredRIA to a state-registered adviserMar 20, 2026Apr 23, 2026 (34 d)
Aaron Anthony MayerTweet Management Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2023Sep 1, 2023 (44 d)
Donald Keo DoungpanyaTweet Management Services, Inc. independent RIASalt Capital Management unclassifiedOtherJun 30, 2016Feb 5, 2014
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3 moves match.