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 True Purpose 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Leo Joseph Hull | Steward Partners Investment Solutions, LLC independent RIA | True Purpose Advisors, LLC state registered | RIA to a state-registered adviser | Feb 11, 2021 | Feb 6, 2023 (725 d) |
| Michael S Hansen | Retirement Asset Managers, Inc. unclassified | True Purpose Advisors, LLC state registered | Other | Jul 13, 2018 | Dec 15, 2024 (2347 d) |
| Michael S Hansen | Park Avenue Securities LLC other | True Purpose Advisors, LLC state registered | Other | Feb 20, 2015 | Feb 9, 2015 |
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3 moves match.