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 Vista Investment Partners LLC
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 |
|---|---|---|---|---|---|
| Kimberly Ellen Arthur | Vista Investment Partners LLC independent RIA | Xo Wealth Management independent RIA | RIA to RIA | Feb 9, 2024 | Mar 27, 2024 (47 d) |
| Janelle Marie Skelton | Vista Investment Partners LLC independent RIA | Total Wealth Planning And Management, Inc. independent RIA | RIA to RIA | Oct 1, 2021 | Oct 11, 2021 |
| Samuel Clifford Munhollon | Vista Investment Partners LLC independent RIA | Total Wealth Planning And Management, Inc. independent RIA | RIA to RIA | Oct 1, 2021 | Oct 12, 2021 |
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3 moves match.