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 Acr Alpine Capital Research, 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
Burns Mcneil LowryEasterly Investment Partners LLC otherAcr Alpine Capital Research, LLC mixed wealthOtherJun 9, 2026Jun 9, 2026
Nicholas Foulger TaggartCetera Advisors LLC otherAcr Alpine Capital Research, LLC otherOtherOct 18, 2017Nov 8, 2017
Brett Alan RufkahrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAcr Alpine Capital Research, LLC otherOtherJun 4, 2013Jul 17, 2014 (408 d)
Michael Philip StantonJ.P. Morgan Securities LLC wirehouseAcr Alpine Capital Research, LLC otherOtherMay 15, 2012Aug 5, 2014 (812 d)
Darryl Stephen GraysonWilmington Brokerage Services Company unclassifiedAcr Alpine Capital Research, LLC otherOtherJan 12, 2009Aug 28, 2010 (593 d)
Willem Eduard SchilpzandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAcr Alpine Capital Research, LLC otherOtherJul 7, 2008Dec 13, 2016 (3081 d)
Willard Frederick TowAmeriprise Financial Services, LLC national BDAcr Alpine Capital Research, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2004Feb 3, 2023 (6931 d)
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7 moves match.