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 Vestmark Advisory Solutions, Inc.
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 |
|---|---|---|---|---|---|
| Collin Michael Schrier | Vestmark Advisory Solutions, Inc. independent RIA | Cache Advisors LLC asset manager | Other | May 7, 2024 | Oct 31, 2024 (177 d) |
| David Louis Littleton | Vestmark Advisory Solutions, Inc. asset manager | F/M Investments LLC asset manager | Other | Oct 4, 2019 | Jan 27, 2020 (115 d) |
| Alexander Robert Morris | Vestmark Advisory Solutions, Inc. asset manager | F/M Investments LLC other | Other | Oct 4, 2019 | Jan 1, 2026 (2281 d) |
| Adam Victor Croll | Vestmark Advisory Solutions, Inc. asset manager | F/M Investments LLC mixed wealth | Other | Jun 14, 2019 | Aug 11, 2020 (424 d) |
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4 moves match.