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 Purkiss Capital Advisors, 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 |
|---|---|---|---|---|---|
| Gregory Edward Brushett | New Age Alpha asset manager | Purkiss Capital Advisors, LLC independent RIA | Other | Jul 6, 2026 | Aug 11, 2026 (36 d) |
| David Yi Luo | Hightower Advisors, LLC BD affiliated | Purkiss Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | Jun 13, 2025 (65 d) |
| Thomas Patrick Snayd | Heritage Advisors unclassified | Purkiss Capital Advisors, LLC other | Other | Apr 7, 2005 | Oct 12, 2017 (4571 d) |
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3 moves match.