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 Alliant Wealth Advisors
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 |
|---|---|---|---|---|---|
| Joseph Patrick Walsh | Bb&T Institutional Investment Advisers, Inc. institutional | Alliant Wealth Advisors independent RIA | Other | Oct 30, 2020 | Jul 21, 2021 (264 d) |
| Taylor Harrison Embury | Independent Wealth Network, Inc. independent RIA | Alliant Wealth Advisors independent RIA | RIA to RIA | Apr 6, 2018 | Aug 17, 2018 (133 d) |
| John Andrew Frisch | Alexandria Capital other | Alliant Wealth Advisors other | Other | Mar 28, 2017 | Aug 12, 2016 |
| Cheryl S Parrish | Alexandria Capital other | Alliant Wealth Advisors other | Other | Mar 8, 2017 | Mar 31, 2017 |
| Jeffrey Lewis Schatz | West Financial Services, Inc. other | Alliant Wealth Advisors other | Other | Feb 10, 2017 | Feb 6, 2017 |
| Cheryl S Parrish | Metropolitan Capital Strategies LLC other | Alliant Wealth Advisors other | Other | Mar 25, 2013 | Jun 29, 2013 (96 d) |
| Matthew Albritton | Voya Financial Advisors, Inc. other | Alliant Wealth Advisors other | Other | Oct 4, 2012 | Nov 9, 2012 (36 d) |
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7 moves match.