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 The Invictus Collective, 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 |
|---|---|---|---|---|---|
| Trent Allen Thorbahn | The Invictus Collective, LLC independent RIA | Cibc Private Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 21, 2025 | Jul 8, 2025 (137 d) |
| Leslie Joan Cannon | The Invictus Collective, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 1, 2024 | May 21, 2024 (50 d) |
| Dennis G O'Malley | The Invictus Collective, LLC independent RIA | Spiderrock Advisors, LLC other | Other | Nov 1, 2023 | Jun 20, 2024 (232 d) |
| Justina Irene Nevel | The Invictus Collective, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 18, 2023 | Jul 17, 2023 |
| Sarah Elizabeth Damsgaard | The Invictus Collective, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 18, 2023 | Jul 17, 2023 |
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5 moves match.