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 Vermillion Wealth Management 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 |
|---|---|---|---|---|---|
| Jordan Renae Heavens | Vermillion Wealth Management Inc. independent RIA | Winter & Associates, Inc. independent RIA | RIA to RIA | Jun 18, 2026 | Jul 30, 2026 (42 d) |
| Will Donald Odland | Vermillion Wealth Management Inc. independent RIA | Inspire Advisors, LLC independent RIA | RIA to RIA | Sep 20, 2024 | Sep 20, 2024 |
| Justin James Pettit | Vermillion Wealth Management Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 7, 2024 | Feb 29, 2024 |
| Andrew Michael Lucking | Vermillion Wealth Management Inc. other | Commonwealth Financial Network national BD | Other | Jul 18, 2016 | Jan 17, 2017 (183 d) |
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4 moves match.