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 Ratio Wealth Group 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 |
|---|---|---|---|---|---|
| Joshua Nmn Freedman | Ratio Wealth Group LLC independent RIA | Robertson Stephens independent RIA | RIA to RIA | Aug 28, 2024 | Jul 31, 2024 |
| Graham Christy Gerlach | Ratio Wealth Group LLC independent RIA | Robertson Stephens independent RIA | RIA to RIA | Aug 28, 2024 | Aug 7, 2024 |
| Rebecca E Neils | Ratio Wealth Group LLC independent RIA | Robertson Stephens independent RIA | RIA to RIA | Aug 28, 2024 | Jul 30, 2024 |
| Derek Jeffrey Scarth | Ratio Wealth Group LLC independent RIA | Robertson Stephens independent RIA | RIA to RIA | Aug 28, 2024 | Jul 30, 2024 |
| Shawn Patrick Wallace | Ratio Wealth Group LLC independent RIA | Robertson Stephens independent RIA | RIA to RIA | Aug 28, 2024 | Jul 31, 2024 |
| Darren Louis Spreeuw | Ratio Wealth Group LLC independent RIA | Aviator Wealth Group no RAUM | RIA to a newly registered adviser | Jul 19, 2024 | Jul 22, 2024 |
| Elizabeth Mary Steininger | Ratio Wealth Group LLC independent RIA | Freestone Capital Management, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 12, 2024 |
| Lauren Sinead Young | Ratio Wealth Group LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Feb 20, 2024 | Feb 22, 2024 |
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8 moves match.