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
Arrivals at Meristem Family 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Charles Pell | Advisornet Wealth Partners independent RIA | Meristem Family Wealth independent RIA | RIA to RIA | Feb 24, 2022 | Feb 14, 2022 |
| Camille Vukodinovich | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Meristem Family Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2021 | Oct 14, 2021 (90 d) |
| Ryan Mark Siewert | Ameriprise Financial Services, LLC national BD | Meristem Family Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2021 | Apr 15, 2021 (97 d) |
| David John Legus | U.S. Bancorp Investments, Inc. other | Meristem Family Wealth other | Other | Oct 10, 2013 | Mar 29, 2017 (1266 d) |
| Andrew Alan Ohman | Deloitte Investment Advisors LLC unclassified | Meristem Family Wealth other | Other | Jan 13, 2004 | Aug 18, 2005 (583 d) |
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5 moves match.