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 Altruvista 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 |
|---|---|---|---|---|---|
| Ali Abbas Nasser | Valmark Advisers, Inc. other | Altruvista LLC other | Other | Dec 31, 2016 | Sep 21, 2010 |
| Hester Rebekah Broad | Resource Consulting Group, Inc. state registered | Altruvista LLC other | Other | Dec 23, 2015 | Sep 8, 2016 (260 d) |
| Jack Daniel Cowling | Wells Fargo Alternative Asset Management LLC unclassified | Altruvista LLC other | Other | Mar 26, 2012 | Feb 23, 2016 (1429 d) |
Page 1 of 1
3 moves match.