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 Altman Advisors
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 |
|---|---|---|---|---|---|
| Amy Weigand | Fefa Financial independent RIA | Altman Advisors independent RIA | RIA to RIA | Sep 10, 2024 | Apr 28, 2025 (230 d) |
| Ryan Murphy Safko | Briaud Financial Advisors independent RIA | Altman Advisors independent RIA | RIA to RIA | Sep 1, 2022 | Nov 8, 2022 (68 d) |
| Christal Vargas | Wells Fargo Advisors wirehouse | Altman Advisors independent RIA | Wirehouse to independent RIA | Nov 21, 2017 | Jun 25, 2019 (581 d) |
| Benjamin Marcus Altman | UBS Financial Services Inc. wirehouse | Altman Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 26, 2016 | Jul 18, 2016 |
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4 moves match.