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 US Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Timothy Dooley | Columbus Macro, LLC asset manager | US Asset Management, LLC institutional | Other | Oct 2, 2025 | Sep 29, 2025 |
| Christian Craig Zernich | LPL Financial LLC other | US Asset Management, LLC other | Other | Jan 27, 2016 | Apr 4, 2024 (2990 d) |
| Emery Jerome Levick | Benchmark Capital Advisors, Inc. other | US Asset Management, LLC other | Other | Jul 21, 2009 | Aug 13, 2010 (388 d) |
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3 moves match.