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 Avalan, 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.

AdvisorFromToTypeLeftRegistered
Jeffrey Frank JagardComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAJul 2, 2021Aug 26, 2021 (55 d)
Jeffery Dale ThompsonComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAJul 30, 2020Jan 1, 2025 (1616 d)
Melissa M EstradaComposition Wealth, LLC independent RIAAvalan, LLC independent RIARIA to RIAAug 8, 2019Aug 5, 2019
Casey William SlemmonsEmpower Advisory Group, LLC institutionalAvalan, LLC independent RIAOtherFeb 7, 2019Jul 17, 2019 (160 d)
Aaron David RitterAbundant Wealth Partners, LLC unclassifiedAvalan, LLC otherOtherNov 16, 2017Sep 25, 2017
Elizabeth Ann SaghiAbundant Wealth Partners, LLC unclassifiedAvalan, LLC otherOtherOct 16, 2017Sep 25, 2017
Jon Westfall CourtneyAlexandria Capital otherAvalan, LLC otherOtherApr 7, 2016Mar 4, 2016
Nayivi Veronica VelezAlexandria Capital otherAvalan, LLC otherOtherApr 7, 2016Mar 3, 2016
Kathryn E CourainThe J R Baker Group otherAvalan, LLC otherOtherFeb 2, 2016Jan 29, 2016
Richard Allen SchuetteVida Wealth Partners, Inc. otherAvalan, LLC otherOtherDec 17, 2013Mar 17, 2011
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10 moves match.