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 Alphasource Investment Counsel, 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 |
|---|---|---|---|---|---|
| Julie Ann Martinez | Next Financial Group, Inc. BD affiliated | Alphasource Investment Counsel, Inc other | Other | Oct 27, 2025 | Feb 19, 2013 |
| Mark Adam Vuskov | Next Financial Group, Inc. BD affiliated | Alphasource Investment Counsel, Inc other | Other | Aug 1, 2025 | Mar 26, 2013 |
| Andrew Cassedy Miller | Visionary Asset Management independent RIA | Alphasource Investment Counsel, Inc other | Other | Apr 1, 2019 | Apr 4, 2012 |
| Robert M. Wyrick, Jr. | Next Financial Group, Inc. other | Alphasource Investment Counsel, Inc other | Other | Apr 27, 2011 | Nov 30, 2007 |
| Susanna Joiner Schlangen | Next Financial Group, Inc. other | Alphasource Investment Counsel, Inc other | Other | Oct 21, 2010 | Mar 25, 2009 |
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5 moves match.