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 Vista Capital Partners, Inc.

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
Nathan SheppardFisher Investments independent RIAVista Capital Partners, Inc. independent RIARIA to RIAMar 26, 2026Apr 16, 2026
Brian Thomas MurphyMorgan Stanley wirehouseVista Capital Partners, Inc. independent RIAWirehouse to independent RIAMar 16, 2026Apr 14, 2026
Lauren ShellyFisher Investments independent RIAVista Capital Partners, Inc. independent RIARIA to RIAOct 1, 2025Oct 29, 2025
Jeffrey Kenneth GriggsSpectrum Strategic Capital Management, LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIAMay 7, 2025May 8, 2025
Nicole Marie WilsonHuman Investing mixed wealthVista Capital Partners, Inc. independent RIARIA to RIAAug 10, 2022Jul 3, 2024 (693 d)
Joseph Alexander RayburnFisher Investments independent RIAVista Capital Partners, Inc. independent RIARIA to RIAJun 22, 2022Jul 28, 2022 (36 d)
Samantha Viviane TorresFisher Investments independent RIAVista Capital Partners, Inc. independent RIARIA to RIAMay 12, 2022Jul 21, 2022 (70 d)
Eric YanCable Hill Partners, LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIAFeb 25, 2022Mar 15, 2022
Katherine Meryl BackusFisher Investments independent RIAVista Capital Partners, Inc. independent RIARIA to RIAFeb 9, 2022May 28, 2024 (839 d)
Jessica Rose AllisonBrighton Jones LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIAApr 14, 2021Mar 1, 2024 (1052 d)
Cara Beth MillerCable Hill Partners, LLC independent RIAVista Capital Partners, Inc. independent RIARIA to RIADec 10, 2020Jan 16, 2024 (1132 d)
Jonathan Thomas GannonFisher Investments otherVista Capital Partners, Inc. otherOtherSep 6, 2017Sep 12, 2017
Andrew Graham DarkinsNorth Ridge independent RIAVista Capital Partners, Inc. otherOtherAug 3, 2016Aug 26, 2016
Emily Grace GenorMorgan Stanley wirehouseVista Capital Partners, Inc. independent RIAWirehouse to independent RIAApr 8, 2016Apr 4, 2023 (2552 d)
Anika Rose HedstromSkyoak Capital, Inc. otherVista Capital Partners, Inc. otherOtherSep 29, 2014Apr 16, 2015 (199 d)
Amanda Jean HarveyMatisse Capital otherVista Capital Partners, Inc. otherOtherJun 4, 2014Jun 4, 2014
Corey Catherine BealKms Financial Services, Inc otherVista Capital Partners, Inc. otherOtherSep 13, 2013Nov 13, 2013 (61 d)
Robert Douglas GreenmanGreat Northern Asset Management, LLC otherVista Capital Partners, Inc. otherOtherJun 24, 2011Jul 18, 2011
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18 moves match.