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 Unest Advisers, 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.

AdvisorFromToTypeLeftRegistered
Blair Catriona BuchananUnest Advisers, LLC independent RIAWealthfront Advisers LLC independent RIARIA to RIAOct 4, 2024Oct 7, 2024
Brandon McalisterUnest Advisers, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 21, 2024Mar 7, 2024
Ksenia Y YudinaUnest Advisers, LLC independent RIAMostt Inc. no RAUMRIA to a newly registered adviserNov 9, 2023Jul 25, 2024 (259 d)
Maria Veronica HumphreyUnest Advisers, LLC independent RIAWealthfront Advisers LLC independent RIARIA to RIAAug 30, 2022Sep 11, 2024 (743 d)
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4 moves match.