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 American Trust Investment Services Advisory, Inc.
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 |
|---|---|---|---|---|---|
| Eric M Fasse | American Trust Investment Services Advisory, Inc. state registered | Chicago Capital Management Advisors, LLC other | Other | Jan 2, 2024 | Jul 10, 2023 |
| James David Dingle | American Trust Investment Services Advisory, Inc. state registered | Chicago Capital Management Advisors, LLC other | Other | Nov 14, 2023 | Jul 12, 2023 |
| Levant Miguel Bishop | American Trust Investment Services Advisory, Inc. state registered | Equitable Advisors, LLC national BD | Other | Jan 27, 2023 | Feb 2, 2023 |
| James Robert Buiter | American Trust Investment Services Advisory, Inc. state registered | Avantax Advisory Services BD affiliated | Other | Sep 17, 2020 | Aug 13, 2020 |
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4 moves match.