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 Semita Asset Management

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
Justin Alexander ReedeSemita Asset Management independent RIAThe Mather Group, LLC independent RIARIA to RIAAug 15, 2022Aug 17, 2022
Joseph Jerome CeasarSemita Asset Management independent RIA11 Financial independent RIARIA to RIAFeb 1, 2021Nov 29, 2022 (666 d)
James Casey HodgesSemita Asset Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAJul 31, 2020Jul 22, 2020
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3 moves match.