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 Algorithmic Investment Models

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
Jared Albert KlapmanAlgorithmic Investment Models otherEnvestnet Pmc independent RIAOtherApr 2, 2026Jul 24, 2026 (113 d)
Brandon M AndersonAlgorithmic Investment Models otherLazard Asset Management LLC otherOtherJul 7, 2025Jul 2, 2025
Gregory Curtis EllmsAlgorithmic Investment Models otherCopper Beech Wealth Management state registeredOtherAug 24, 2020Oct 15, 2024 (1513 d)
Chester ChappellAlgorithmic Investment Models otherFidelity Personal And Workplace Advisors BD affiliatedOtherAug 24, 2020Jan 22, 2024 (1246 d)
Joshua Spielman GlazerAlgorithmic Investment Models otherToews Asset Management otherOtherAug 24, 2020Oct 26, 2020 (63 d)
Erich FradenburgAlgorithmic Investment Models otherCw Advisors, LLC independent RIAOtherAug 24, 2020Jan 3, 2022 (497 d)
Ryan Joseph AllessioAlgorithmic Investment Models otherTandem Wealth Advisors independent RIAOtherAug 24, 2020Dec 15, 2020 (113 d)
William George WiseAlgorithmic Investment Models otherTandem Wealth Advisors independent RIAOtherAug 24, 2020Sep 10, 2020
Zachary Alan StoutAlgorithmic Investment Models otherHoward Capital Management, LLC independent RIAOtherJan 29, 2020Jun 2, 2020 (125 d)
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9 moves match.