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 Counterpoint Asset Management 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 |
|---|---|---|---|---|---|
| Lance Wordelmann | Counterpoint Asset Management LLC state registered | Counterpoint Funds asset manager | Other | Jan 13, 2026 | Feb 24, 2026 (42 d) |
| Matthew Edwin Parkhurst | Counterpoint Asset Management LLC state registered | Counterpoint Funds asset manager | Other | Jan 13, 2026 | Feb 24, 2026 (42 d) |
| Joseph Edward Engelberg | Counterpoint Asset Management LLC state registered | Counterpoint Funds asset manager | Other | Jan 13, 2026 | Feb 24, 2026 (42 d) |
| Michael Mcgrath | Counterpoint Asset Management LLC state registered | Counterpoint Funds asset manager | Other | Jan 13, 2026 | Feb 24, 2026 (42 d) |
| Mary C Abundo | Counterpoint Asset Management LLC state registered | Thrivent Advisor Network, LLC BD affiliated | Other | Mar 9, 2022 | Oct 26, 2021 |
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5 moves match.