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 Vertical Wealth, 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 |
|---|---|---|---|---|---|
| Dustin Mendenhall | Vertical Wealth, LLC state registered | Southbridge other | Other | Mar 21, 2016 | Jan 27, 2016 |
| Joseph P Clagg | Vertical Wealth, LLC state registered | Southbridge other | Other | Mar 21, 2016 | Jan 25, 2016 |
| Amanda Legler | Vertical Wealth, LLC state registered | Sym Financial Advisors independent RIA | Other | Mar 21, 2016 | Jan 21, 2020 (1401 d) |
| Bernard Reed | Vertical Wealth, LLC state registered | Sanctuary Advisors, LLC BD affiliated | Other | Jun 25, 2015 | Jul 29, 2025 (3687 d) |
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4 moves match.