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 Fiduciary Investment Trusts, 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 |
|---|---|---|---|---|---|
| Kyle Palmer Bingham | Fiduciary Investment Trusts, LLC independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Mar 20, 2023 | Mar 16, 2023 |
| Melissa Kay Sturgis | Fiduciary Investment Trusts, LLC independent RIA | Umb Private Wealth Management, LLC asset manager | Other | Mar 16, 2023 | May 13, 2026 (1154 d) |
| Eric Paul Butler | Fiduciary Investment Trusts, LLC independent RIA | Apo Financial Services, LLC independent RIA | RIA to RIA | Dec 13, 2021 | Dec 14, 2021 |
| Alejandro Siqueiros | Fiduciary Investment Trusts, LLC asset manager | Onedigital institutional | Other | Nov 17, 2020 | Jan 4, 2021 (48 d) |
| Robert J. Cruz | Fiduciary Investment Trusts, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Sep 1, 2020 | Mar 1, 2021 (181 d) |
| Matthew Grant Swatek | Fiduciary Investment Trusts, LLC asset manager | Prime Capital Financial other | Other | Mar 3, 2020 | Mar 3, 2020 |
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6 moves match.