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 Black Swift Group, 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 |
|---|---|---|---|---|---|
| Samuel Slater Redman | Black Swift Group, LLC independent RIA | Lotusgroup Advisors independent RIA | RIA to RIA | Jul 20, 2022 | Jun 21, 2024 (702 d) |
| Natasha Sophia Gunberg | Black Swift Group, LLC independent RIA | Iwp Wealth Management LLC independent RIA | RIA to RIA | Apr 8, 2022 | Sep 21, 2023 (531 d) |
| Stephanie Charlene Bucko | Black Swift Group, LLC other | Finwell, Inc. unclassified | Other | Jul 30, 2017 | Jan 30, 2018 (184 d) |
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3 moves match.