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 Viridian Ria, 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
Douglas Bradley CusterViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 6, 2022Mar 28, 2022
Adriel TamViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 6, 2022Mar 25, 2022
Brian Andrew JohnsonViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 6, 2022Mar 25, 2022
Matthew Erwin BoelterViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 6, 2022Mar 25, 2022
Mary Ann Middleton FerreiraViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAMay 6, 2022Mar 25, 2022
Marcus Delwin DusenburyViridian Ria, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAApr 12, 2022Apr 13, 2022
Mark Dean JaegerViridian Ria, LLC independent RIAThe Ensemble Team no RAUMRIA to a newly registered adviserFeb 18, 2022Jul 23, 2024 (886 d)
Richard McdonaldViridian Ria, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 7, 2021Jun 7, 2021
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8 moves match.