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 Almanack Investment 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 |
|---|---|---|---|---|---|
| H Clark Gaines Jr | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Dec 5, 2025 | Jan 6, 2026 (32 d) |
| Christopher Glynn Yoder | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Dec 6, 2024 | Dec 6, 2024 |
| Kyle Phillip Stuckey | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Dec 6, 2024 | Dec 6, 2024 |
| Michael Dennis Malone | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Dec 7, 2023 | Dec 7, 2023 |
| Seth Eli Bittner | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Sep 8, 2023 | Sep 7, 2023 |
| Joshua D Paletta | Almanack Investment Partners independent RIA | Whitaker-Myers Wealth Managers, Ltd. independent RIA | RIA to RIA | Apr 5, 2023 | Apr 3, 2023 |
| Arthur Richard Eglington | Almanack Investment Partners independent RIA | Niche Investment Advisors LLC no RAUM | RIA to a newly registered adviser | Mar 31, 2023 | Jan 10, 2023 |
| Bard Daniel Malovany | Almanack Investment Partners independent RIA | Aspect Partners, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Nov 7, 2022 |
| Benjamin Thomas Seamans | Almanack Investment Partners independent RIA | Aspect Partners, LLC no RAUM | RIA to a newly registered adviser | Nov 28, 2022 | Nov 28, 2022 |
| Lindsey Andrea Vardi | Almanack Investment Partners independent RIA | Aspect Partners, LLC no RAUM | RIA to a newly registered adviser | Nov 28, 2022 | Nov 28, 2022 |
| Tyler Shawn Mcardle | Almanack Investment Partners independent RIA | Aspect Partners, LLC no RAUM | RIA to a newly registered adviser | Nov 28, 2022 | Nov 28, 2022 |
| James Adam Gonnason | Almanack Investment Partners independent RIA | Arc Capital Management LLC unclassified | Other | Oct 3, 2022 | Oct 26, 2022 |
| Dania Fitzgerald Tanguis | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 30, 2022 |
| Jeffrey Paul Wrabel | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC independent RIA | RIA to RIA | Aug 26, 2022 | Oct 4, 2022 (39 d) |
| Jamie Michelle Stapf | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 28, 2022 |
| William Lowry Lane | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 28, 2022 |
| Dustin Scott Dowling | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 29, 2022 |
| Michael Charles Mcconahy | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 28, 2022 |
| Alexander Haab Nikpour | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Aug 26, 2022 | Aug 28, 2022 |
| Robert J Bagonis | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Jul 12, 2022 | Jul 22, 2022 |
| Jacob Wade Stull | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Jul 8, 2022 | Jul 22, 2022 |
| James William Judge | Almanack Investment Partners independent RIA | Gadsden asset manager | Other | Jun 17, 2022 | Apr 4, 2019 |
| Daniel Cook Guy | Almanack Investment Partners independent RIA | Ethos Financial Group, LLC no RAUM | RIA to a newly registered adviser | Jun 17, 2022 | Jul 8, 2022 |
| Donna M Teets | Almanack Investment Partners independent RIA | Osaic Fa, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Mar 7, 2022 (888 d) |
| Deborah Ann Deckman | Almanack Investment Partners other | Lovett Advisors LLC no RAUM | Other | Jun 10, 2016 | Jun 2, 2016 |
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25 moves match.