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 Criterion Capital Advisors 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.

AdvisorFromToTypeLeftRegistered
Mark Thomas PierceCriterion Capital Advisors LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2025Feb 20, 2025
Allan Wesley HornerCriterion Capital Advisors LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2025Feb 20, 2025
Scott Alexander FreemanCriterion Capital Advisors LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2025Feb 7, 2025
Maxon Thomas SeckmanCriterion Capital Advisors LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2025Feb 11, 2025
Page 1 of 1
4 moves match.