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 Alternative 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 |
|---|---|---|---|---|---|
| Eric Hultgren | Alternative Investment Advisors, LLC independent RIA | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Aug 10, 2026 | Aug 11, 2026 |
| Matthew Charles Mcmahan | Alternative Investment Advisors, LLC independent RIA | Aegis Wealth Management, LLC other | Other | Sep 4, 2018 | Feb 23, 2018 |
| Michael Gerald Teslow | Alternative Investment Advisors, LLC independent RIA | Aegis Wealth Management, LLC other | Other | Jun 9, 2014 | Feb 25, 2016 (626 d) |
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3 moves match.