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 Vision Capital Partners
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 |
|---|---|---|---|---|---|
| Patrick Lowell Grasso | Vision Capital Partners independent RIA | Robbins Farley LLC independent RIA | RIA to RIA | Jul 2, 2025 | Apr 22, 2025 |
| Jennifer Puckett Hunter | Vision Capital Partners independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | May 22, 2023 | Jun 2, 2023 |
| Richard Wayne Balhoff | Vision Capital Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jul 25, 2025 (1302 d) |
| Julie Marie-Rafferty Quick | Vision Capital Partners independent RIA | Next Financial Group, Inc. independent RIA | RIA to RIA | Nov 27, 2018 | Nov 26, 2018 |
| Sandra Marie Kerr | Vision Capital Partners other | Triad Advisors, LLC other | Other | Dec 15, 2015 | Dec 17, 2015 |
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5 moves match.