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 Isto 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
Julia Madelyn MaguranPlante Moran Financial Advisors independent RIAIsto Advisors, LLC independent RIARIA to RIAFeb 12, 2024Feb 20, 2024
Michael Anthony VendittelliJ.P. Morgan Securities LLC wirehouseIsto Advisors, LLC independent RIAWirehouse to independent RIAJul 31, 2020Jul 20, 2020
Joshua David KinneeWealth Enhancement Advisory Services, LLC BD affiliatedIsto Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2018Jan 4, 2019
Paul Edmund HouseySnook Housey Advisors, Inc. unclassifiedIsto Advisors, LLC no RAUMOtherAug 10, 2017Sep 30, 2016
Kara Rebecca MitchellSnook Housey Advisors, Inc. unclassifiedIsto Advisors, LLC no RAUMOtherAug 10, 2017Oct 4, 2016
Christopher Arthur FisherRegal Advisory Services, Inc. otherIsto Advisors, LLC no RAUMOtherOct 28, 2016Sep 30, 2016
Jill KazRegal Advisory Services, Inc. otherIsto Advisors, LLC no RAUMOtherOct 3, 2016Sep 30, 2016
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7 moves match.