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 Altus Wealth Management, 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 |
|---|---|---|---|---|---|
| Austin Carl Stinson | Fidelity Personal And Workplace Advisors BD affiliated | Altus Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2025 | Mar 21, 2025 |
| Derek Thomas Schmidt | UBS Financial Services Inc. wirehouse | Altus Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 15, 2022 | May 19, 2023 (155 d) |
| William Henry Doepker | Strategic Advisers LLC national BD | Altus Wealth Management, LLC other | Other | Apr 8, 2010 | May 12, 2010 (34 d) |
| Andrew Martin Hermes | Strategic Advisers LLC national BD | Altus Wealth Management, LLC other | Other | Apr 8, 2010 | May 12, 2010 (34 d) |
| Steven Douglas O'Connor | Fidelity Personal Trust Company, Fsb unclassified | Altus Wealth Management, LLC other | Other | Jul 25, 2006 | May 12, 2010 (1387 d) |
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5 moves match.