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 Surevest Private Wealth

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
Jeremy A KisnerSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 9, 2023
Alexander Harrison KellerSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 31, 2023Apr 18, 2024 (384 d)
Luis A GaldamezSurevest Private Wealth independent RIAValtrion Capital Management, LLC independent RIARIA to RIAMar 15, 2023Jan 1, 2025 (658 d)
Levi James BrownSurevest Private Wealth independent RIACorient independent RIARIA to RIAMar 2, 2023Jan 9, 2023
Peter R BurnhamSurevest Private Wealth independent RIADfpg Investments, LLC independent RIARIA to RIADec 12, 2022Dec 12, 2022
Breanne Nicole PoloniaSurevest Private Wealth independent RIADfpg Investments, LLC independent RIARIA to RIADec 12, 2022Dec 1, 2022
Haddy Alexander HomampourSurevest Private Wealth independent RIADfpg Investments, LLC independent RIARIA to RIADec 12, 2022Nov 30, 2022
Moriah RanadeSurevest Private Wealth independent RIADfpg Investments, LLC independent RIARIA to RIADec 12, 2022Dec 5, 2022
William Anthony HodappSurevest Private Wealth independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJul 20, 2021Aug 4, 2021
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9 moves match.