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 Alterity Financial Group, LLC
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 |
|---|---|---|---|---|---|
| Torr Edwards Steinhilber | Namcoa mixed wealth | Alterity Financial Group, LLC independent RIA | RIA to RIA | Dec 6, 2019 | Nov 6, 2023 (1431 d) |
| Justin Paul Elliott | Beacon Asset Management Inc. unclassified | Alterity Financial Group, LLC other | Other | Sep 27, 2017 | Nov 28, 2017 (62 d) |
| Christopher Marshall | Edward Jones national BD | Alterity Financial Group, LLC other | Other | Mar 9, 2015 | Mar 7, 2016 (364 d) |
| Steven Duval Harrison | Eagle Financial Strategies other | Alterity Financial Group, LLC other | Other | Oct 30, 2013 | Dec 5, 2013 (36 d) |
| David Allan Krech | RBC Capital Markets, LLC national BD | Alterity Financial Group, LLC other | Other | Jun 10, 2010 | Jun 17, 2010 |
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5 moves match.