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 Altruistic Investing
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 |
|---|---|---|---|---|---|
| Daniel Carl Bauer | Altruistic Investing independent RIA | Bauer Wealth Management Inc. independent RIA | RIA to RIA | Mar 10, 2020 | Jan 3, 2025 (1760 d) |
| Stephen Daniel Heitzmann | Altruistic Investing independent RIA | Advenire Wealth Management state registered | RIA to a state-registered adviser | Mar 10, 2020 | Apr 13, 2021 (399 d) |
| Earl Franklin Vaughn | Altruistic Investing independent RIA | Advenire Wealth Management state registered | RIA to a state-registered adviser | Jun 6, 2019 | Sep 11, 2019 (97 d) |
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3 moves match.