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 New Age Alpha
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 |
|---|---|---|---|---|---|
| Gregory Edward Brushett | New Age Alpha asset manager | Purkiss Capital Advisors, LLC independent RIA | Other | Jul 6, 2026 | Aug 11, 2026 (36 d) |
| John Vincent Coyle | New Age Alpha asset manager | Advice And Planning Services BD affiliated | Other | Feb 12, 2026 | Jul 9, 2026 (147 d) |
| Robert Raymond Roberti | New Age Alpha asset manager | Vanguard Advisers, Inc. BD affiliated | Other | Feb 12, 2026 | May 26, 2026 (103 d) |
| Brian Todd Sanders | New Age Alpha asset manager | Cetera Investment Advisers LLC BD affiliated | Other | Feb 12, 2026 | Apr 6, 2026 (53 d) |
| Matthew John Stevens | New Age Alpha asset manager | Integra Global Advisors LLC mixed wealth | Other | Jul 12, 2022 | Feb 3, 2025 (937 d) |
| Jennifer Murphy | New Age Alpha asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Mar 2, 2021 | Jan 14, 2022 (318 d) |
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6 moves match.