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 Liberty Asset Management

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
Dylan Justice PurdyEagle Strategies LLC BD affiliatedLiberty Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 23, 2026Jun 30, 2026
Richard Louis TrottaWells Fargo Advisors wirehouseLiberty Asset Management otherOtherOct 16, 2012Nov 20, 2012 (35 d)
Benjamin Tyler ChunkoWells Fargo Advisors wirehouseLiberty Asset Management otherOtherAug 7, 2009Feb 14, 2013 (1287 d)
Andrew Francis AignerGm Financial Group unclassifiedLiberty Asset Management otherOtherDec 31, 2008Mar 3, 2008
Devin Ashley BornAsset & Financial Planning, Ltd otherLiberty Asset Management otherOtherSep 17, 2007Sep 14, 2007
Gary Stephen MayoGm Financial Group unclassifiedLiberty Asset Management otherOtherJan 18, 2005Oct 17, 2008 (1368 d)
Charles James NotiFsc Securities Corporation otherLiberty Asset Management otherOtherMar 11, 2004Jun 10, 2010 (2282 d)
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7 moves match.