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 Sortino Advisory Partners, 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.

AdvisorFromToTypeLeftRegistered
Daniel Joseph HutchersonSortino Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 3, 2024Jan 1, 2025 (90 d)
Stephen Andrew HeitzSortino Advisory Partners, LLC independent RIASavant Wealth Management independent RIARIA to RIAOct 2, 2024Oct 1, 2024
Kevin Neal MaynardSortino Advisory Partners, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 30, 2020Aug 19, 2022 (658 d)
Amanda D JanssenSortino Advisory Partners, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2020Aug 13, 2021 (287 d)
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4 moves match.