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 Amerity Wealth Management, 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 |
|---|---|---|---|---|---|
| Colin Matthew Kneale | Amerity Wealth Management, LLC independent RIA | Beacon Global Advisor Network, LLC independent RIA | RIA to RIA | Jul 29, 2024 | Aug 7, 2024 |
| Claire Taylor | Amerity Wealth Management, LLC independent RIA | Blacktower Financial Management (US) LLC independent RIA | RIA to RIA | Jul 29, 2024 | Aug 1, 2024 |
| Sherwood Allison Barbour | Amerity Wealth Management, LLC independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2023 | Jan 23, 2024 |
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3 moves match.