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 Altrius Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrea Lee Russo | Kroon & Mitchell Asset Management LLC independent RIA | Altrius Capital Management, Inc. independent RIA | RIA to RIA | Feb 6, 2024 | Apr 11, 2024 (65 d) |
| Robert Anthony D'Angelo | Alliancebernstein L.P. other | Altrius Capital Management, Inc. independent RIA | Other | Mar 14, 2018 | Jul 23, 2019 (496 d) |
| Massimo Paone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Altrius Capital Management, Inc. other | Other | Jun 15, 2017 | Jun 1, 2017 |
| Elesparantae Powe | Td Ameritrade Investment Management, LLC other | Altrius Capital Management, Inc. other | Other | Feb 13, 2014 | Jul 23, 2014 (160 d) |
| Christopher Connor Rolf | Morgan Stanley wirehouse | Altrius Capital Management, Inc. other | Other | Feb 16, 2012 | Aug 13, 2015 (1274 d) |
| James Michael Russo | Cetera Advisor Networks LLC other | Altrius Capital Management, Inc. other | Other | Aug 22, 2002 | Aug 22, 2002 |
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6 moves match.