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 Andina Advisors
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 |
|---|---|---|---|---|---|
| Mason G Miles | Strategic Advisers LLC national BD | Andina Advisors mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2025 | Apr 9, 2025 |
| John Stephen Pennington | Divergent Wealth Advisors, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Aug 9, 2023 | Aug 12, 2025 (734 d) |
| Roger Zebulun Lowe | Coign Capital Advisors LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Oct 10, 2022 | Nov 22, 2022 (43 d) |
| Alex Phillip Graham | Allos Investment Advisors, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Sep 1, 2022 | Sep 20, 2022 |
| Ryan Mathew Bohm | Onedigital institutional | Andina Advisors mixed wealth | Other | Aug 2, 2022 | Feb 2, 2022 |
| Dan Eugene Jessop | Core Capital Wealth Management, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Jun 2, 2022 | Apr 8, 2022 |
| Tanner Tessmer Dance | Core Capital Wealth Management, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Jun 2, 2022 | Apr 11, 2022 |
| Anthony Jase Allen | Core Capital Wealth Management, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Jun 2, 2022 | Apr 5, 2022 |
| Chester William Holliday | Morgan Stanley wirehouse | Andina Advisors other | Other | Aug 3, 2016 | Mar 24, 2017 (233 d) |
| Casey Mark Monsen | Oneamerica Securities, Inc. other | Andina Advisors other | Other | Feb 25, 2014 | Feb 27, 2014 |
| James Brett Belliston | Zions Capital Advisors, Inc. other | Andina Advisors other | Other | Sep 17, 2013 | Sep 20, 2013 |
| Cliff S Duester | Park Avenue Securities LLC other | Andina Advisors other | Other | Jul 5, 2013 | Jul 18, 2013 |
| Lowell Charles Crabb | Questar Asset Management, Inc. other | Andina Advisors other | Other | Jan 10, 2012 | Jan 31, 2012 |
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13 moves match.