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 Tax Efficient Asset Management Solution, 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 |
|---|---|---|---|---|---|
| Evan Tai Pan | Visionquest Advisors, LLC unclassified | Tax Efficient Asset Management Solution, Inc. independent RIA | Other | Nov 10, 2022 | Nov 19, 2025 (1105 d) |
| Guy Eugene Baker | Alexander Beard (USA) Inc. independent RIA | Tax Efficient Asset Management Solution, Inc. other | Other | Feb 8, 2017 | Mar 19, 2014 |
| Timothy Lee Voorhees | Select Portfolio Management Inc other | Tax Efficient Asset Management Solution, Inc. independent RIA | Other | Aug 6, 2008 | Dec 3, 2025 (6328 d) |
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3 moves match.