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 Boyum Wealth Architects 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 |
|---|---|---|---|---|---|
| Scott Lee Schneidermann | Boyum Wealth Architects LLC independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Jun 2, 2026 | Aug 18, 2026 (77 d) |
| Kody Shane Sherlund | Boyum Wealth Architects LLC independent RIA | Brooklyn Fi, LLC independent RIA | RIA to RIA | Mar 7, 2023 | Apr 20, 2023 (44 d) |
| Kurt Steven Altrichter | Boyum Wealth Architects LLC independent RIA | Life, Inc. Retirement Services state registered | RIA to a state-registered adviser | Oct 26, 2020 | Nov 5, 2020 |
| John Timothy Koenig | Boyum Wealth Architects LLC independent RIA | Capstone Financial Advisors Inc independent RIA | RIA to RIA | Sep 19, 2017 | Feb 7, 2024 (2332 d) |
| Jordan Alan Vlastuin | Boyum Wealth Architects LLC independent RIA | Facet independent RIA | RIA to RIA | Apr 26, 2017 | Nov 6, 2020 (1290 d) |
| Tristan Gabriel Cox | Boyum Wealth Architects LLC independent RIA | Wealth Span Capital Management state registered | RIA to a state-registered adviser | Apr 16, 2015 | May 3, 2016 (383 d) |
Page 1 of 1
6 moves match.