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 Invista Advisors
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 |
|---|---|---|---|---|---|
| James Henry Perry | Invista Advisors mixed wealth | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Sep 1, 2025 | Apr 10, 2026 (221 d) |
| Jason Bryant | Invista Advisors mixed wealth | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Oct 14, 2024 | Aug 20, 2025 (310 d) |
| Christopher Michael Hagen | Invista Advisors independent RIA | Independent Advisor Alliance, LLC independent RIA | RIA to RIA | Nov 3, 2021 | Oct 26, 2021 |
| Steve Albert Clark | Invista Advisors independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 25, 2018 | Oct 19, 2018 |
| Jeffrey Andrew Nance | Invista Advisors other | Osaic Fa, Inc. other | Other | May 11, 2017 | May 5, 2017 |
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5 moves match.