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 Applied Capital 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 |
|---|---|---|---|---|---|
| Tyler Vaughn Baskin | Applied Capital LLC independent RIA | Defining Wealth state registered | RIA to a state-registered adviser | Jan 6, 2026 | Feb 9, 2026 (34 d) |
| Jacob Ivan Duke | Applied Capital LLC independent RIA | Rivertree Wealth independent RIA | RIA to RIA | Jun 19, 2024 | Mar 14, 2024 |
| Seth G Haile | Applied Capital LLC independent RIA | Paladin Investment Advisors state registered | RIA to a state-registered adviser | May 10, 2023 | May 10, 2023 |
| Andrew Reid Veach | Applied Capital LLC independent RIA | Veach Family Financial independent RIA | RIA to RIA | Jan 2, 2023 | Jan 2, 2026 (1096 d) |
| Michael Joseph Shea | Applied Capital LLC independent RIA | True Equity Wealth Management LLC state registered | RIA to a state-registered adviser | Nov 10, 2021 | Nov 19, 2021 |
Page 1 of 1
5 moves match.