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 Tessara Wealth
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 |
|---|---|---|---|---|---|
| Drew Clinton James Hanessian | Tessara Wealth independent RIA | Alperin Financial Solutions, LLC state registered | RIA to a state-registered adviser | May 28, 2026 | Jun 5, 2026 |
| Andrea Elizabeth Vedder | Tessara Wealth independent RIA | Iambic Financial L.L.C state registered | RIA to a state-registered adviser | Dec 17, 2024 | Jan 9, 2026 (388 d) |
| Elizabeth Plot | Tessara Wealth independent RIA | Primas Financial Planning state registered | RIA to a state-registered adviser | Jul 11, 2022 | Sep 23, 2022 (74 d) |
| Brandon Rogerio Amaral | Tessara Wealth independent RIA | Amaral Financial Planning state registered | RIA to a state-registered adviser | Sep 22, 2021 | Oct 15, 2021 |
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4 moves match.