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 Revere Asset
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 |
|---|---|---|---|---|---|
| Todd Michael Thomas | Ameritas Advisory Services, LLC BD affiliated | Revere Asset independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 6, 2024 (84 d) |
| Donald Michael Vandenbord | Camarda Wealth Advisory Group other | Revere Asset independent RIA | Other | Sep 3, 2013 | Oct 28, 2015 (785 d) |
| Daniel Martin Stewart | Daniel Frishberg Financial Services, Inc. unclassified | Revere Asset independent RIA | Other | Jan 7, 2010 | Feb 17, 2010 (41 d) |
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3 moves match.