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 "Tate Asset Management" And "Dco Wealth Management"
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 |
|---|---|---|---|---|---|
| Taylor Winston Hindle | "Tate Asset Management" And "Dco Wealth Management" independent RIA | Aldrich Wealth LP independent RIA | RIA to RIA | Sep 24, 2020 | Mar 31, 2021 (188 d) |
| Donald Louis Dalesandro | "Tate Asset Management" And "Dco Wealth Management" independent RIA | Liberty Solutions Advisors state registered | RIA to a state-registered adviser | Jun 28, 2019 | Nov 30, 2025 (2347 d) |
| Karin Simone Wise | "Tate Asset Management" And "Dco Wealth Management" other | Lifepro Asset Management independent RIA | Other | Dec 31, 2017 | Jan 3, 2018 |
| Scott Wayne Wallace | "Tate Asset Management" And "Dco Wealth Management" other | Per Stirling Capital Management, LLC other | Other | Sep 16, 2015 | Mar 26, 2015 |
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4 moves match.