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 Alternative Investment Advisors, 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
Michael Gerald TeslowAegis Wealth Management, LLC independent RIAAlternative Investment Advisors, LLC independent RIARIA to RIAJan 27, 2022Oct 10, 2017
Mark Alan KontzGradient Advisors, LLC independent RIAAlternative Investment Advisors, LLC independent RIARIA to RIAJul 24, 2019Jul 30, 2019
Braden Lee SmidtAegis Wealth Management, LLC otherAlternative Investment Advisors, LLC independent RIAOtherAug 14, 2017Aug 18, 2016
Michael Gerald TeslowKingsview Wealth Management, LLC otherAlternative Investment Advisors, LLC independent RIAOtherSep 20, 2013Oct 2, 2013
Travis Mark KruegerKingsview Wealth Management, LLC otherAlternative Investment Advisors, LLC independent RIAOtherSep 20, 2013Sep 23, 2013
Jeffrey Michael SkrabanCsenge Advisory Group, LLC otherAlternative Investment Advisors, LLC independent RIAOtherAug 1, 2013Sep 27, 2013 (57 d)
Thomas HoodFsc Securities Corporation otherAlternative Investment Advisors, LLC independent RIAOtherJul 26, 2013May 6, 2021 (2841 d)
Dwight Lee DykstraFsc Securities Corporation otherAlternative Investment Advisors, LLC independent RIAOtherAug 17, 2011Oct 2, 2013 (777 d)
Page 1 of 1
8 moves match.