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 Tru Independence 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
Maria Alicia Luoni	Tru Independence Asset Management, LLC independent RIA	Advice And Planning Services BD affiliated	RIA to affiliated broker-dealer or bank	Jul 7, 2026	Jul 29, 2026
Paul Canon Wittman	Tru Independence Asset Management, LLC independent RIA	Washington Park Capital Management, LLC no RAUM	RIA to a newly registered adviser	Mar 31, 2026	Jan 14, 2026
Hugh Sylvanus Merkel	Tru Independence Asset Management, LLC independent RIA	Martinwright Advisory, LLC no RAUM	RIA to a newly registered adviser	Feb 6, 2026	Feb 9, 2026
Bradley Garrett Martin	Tru Independence Asset Management, LLC independent RIA	Martinwright Advisory, LLC no RAUM	RIA to a newly registered adviser	Feb 6, 2026	Dec 2, 2025
Margaret Champagne Wright	Tru Independence Asset Management, LLC independent RIA	Martinwright Advisory, LLC no RAUM	RIA to a newly registered adviser	Feb 6, 2026	Feb 9, 2026
Hannah June Thompson	Tru Independence Asset Management, LLC independent RIA	Martinwright Advisory, LLC no RAUM	RIA to a newly registered adviser	Feb 6, 2026	Feb 9, 2026
Miles Panako Lewis	Tru Independence Asset Management, LLC independent RIA	Aldrich Wealth LP independent RIA	RIA to RIA	May 11, 2022	May 13, 2022
Tasha Immacolata Mauss	Tru Independence Asset Management, LLC independent RIA	Strategic Wealth Partners, Ltd. independent RIA	RIA to RIA	Jun 1, 2021	May 16, 2021
James Conrad Niedzinski	Tru Independence Asset Management, LLC independent RIA	Motive Wealth Advisors, LLC no RAUM	RIA to a newly registered adviser	Apr 16, 2021	May 10, 2021
Jason Sheldon Close	Tru Independence Asset Management, LLC independent RIA	Motive Wealth Advisors, LLC no RAUM	RIA to a newly registered adviser	Apr 16, 2021	Apr 18, 2021
Nikolaas Daby Schuurmans	Tru Independence Asset Management, LLC independent RIA	Pure Portfolios no RAUM	RIA to a newly registered adviser	Jan 2, 2021	Jan 2, 2021
John Dixon Knox	Tru Independence Asset Management, LLC independent RIA	Jadwin Asset Management LLC state registered	RIA to a state-registered adviser	Sep 30, 2020	Sep 15, 2020
Asif Osman	Tru Independence Asset Management, LLC independent RIA	Jadwin Asset Management LLC state registered	RIA to a state-registered adviser	Sep 30, 2020	Sep 15, 2020
Jason Phillip Brienen	Tru Independence Asset Management, LLC independent RIA	Chiron Capital Management, LLC independent RIA	RIA to RIA	Aug 14, 2020	Aug 24, 2020
Jack Thomas Dukeminier	Tru Independence Asset Management, LLC independent RIA	Baker Ellis Asset Management LLC independent RIA	RIA to RIA	Dec 2, 2019	Jan 4, 2020 (33 d)
Cort Alan Haber	Tru Independence Asset Management, LLC independent RIA	Haber Investment Counsel no RAUM	RIA to a newly registered adviser	Nov 1, 2019	Nov 8, 2019
Michael Robinette Jeppson	Tru Independence Asset Management, LLC independent RIA	Jeppson Wealth Management, LLC no RAUM	RIA to a newly registered adviser	Oct 22, 2019	Oct 22, 2019
Anthony Christopher Rue	Tru Independence Asset Management, LLC independent RIA	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	RIA to wirehouse	Sep 23, 2019	Oct 15, 2019
Zachary Aaron Morris	Tru Independence Asset Management, LLC independent RIA	Paces Ferry Wealth Advisors, LLC independent RIA	RIA to RIA	Jun 27, 2019	Jul 17, 2019
James Michael Boon	Tru Independence Asset Management, LLC independent RIA	Jupiter Wealth Management, LLC no RAUM	RIA to a newly registered adviser	Jan 2, 2019	Nov 20, 2018
Ann Holland Boon	Tru Independence Asset Management, LLC independent RIA	Jupiter Wealth Management, LLC no RAUM	RIA to a newly registered adviser	Jan 2, 2019	Nov 20, 2018
James Tyler Boon	Tru Independence Asset Management, LLC independent RIA	Jupiter Wealth Management, LLC no RAUM	RIA to a newly registered adviser	Jan 2, 2019	Nov 20, 2018
Maia Devon Thomas	Tru Independence Asset Management, LLC independent RIA	E2i Advisors, LLC mixed wealth	RIA to RIA	Jan 2, 2018	Dec 12, 2017
Sheree Demers Arntson	Tru Independence Asset Management, LLC other	Allium Financial Advisors, LLC other	Other	Sep 11, 2017	Jul 7, 2017
Pradeep Tempalli	Tru Independence Asset Management, LLC other	Allium Financial Advisors, LLC other	Other	Sep 11, 2017	Jun 29, 2017
Alex Mitchell Harding	Tru Independence Asset Management, LLC other	Ferguson Wellman Capital Management, Inc. independent RIA	Other	Apr 24, 2017	Apr 12, 2022 (1814 d)

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26 moves match.