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 Retirement And Wealth At Alliant, 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 |
|---|---|---|---|---|---|
| Paige Tallette Larson | Retirement And Wealth At Alliant, LLC institutional | Mma Securities LLC no RAUM | Other | Mar 26, 2026 | May 4, 2026 (39 d) |
| Richard Francis Klenk | Retirement And Wealth At Alliant, LLC institutional | Onedigital institutional | Other | Oct 3, 2024 | Oct 1, 2024 |
| Benjamin Andrew Sithens | Retirement And Wealth At Alliant, LLC institutional | Creative Planning Institutional Advisors, LLC institutional | Other | Mar 27, 2024 | Apr 24, 2024 |
| Deborah Sharp | Retirement And Wealth At Alliant, LLC institutional | Kestra Advisory Services, LLC BD affiliated | Other | Mar 27, 2024 | Apr 15, 2024 |
| Utkarsha Banerjee | Retirement And Wealth At Alliant, LLC institutional | Arista Consulting Group unclassified | Other | Aug 3, 2022 | Nov 28, 2022 (117 d) |
| Matthew Jeffrey Arnoult | Retirement And Wealth At Alliant, LLC institutional | Lockton Investment Advisors, LLC institutional | Other | Oct 29, 2018 | Nov 15, 2018 |
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6 moves match.