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 Class Vi Family Office, 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 |
|---|---|---|---|---|---|
| Ginny Robinson | William Blair & Company L.L.C. BD affiliated | Class Vi Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Aug 6, 2025 |
| Julia Evans Getty | Mycio Wealth Partners, LLC independent RIA | Class Vi Family Office, LLC independent RIA | RIA to RIA | Jul 25, 2025 | Aug 6, 2025 |
| Jefferson Toffey Puckette | Blackrock Investment Management, LLC other | Class Vi Family Office, LLC independent RIA | Other | Apr 5, 2023 | Apr 13, 2023 |
| Sean Thomas Swierczewski | Charles Schwab & Co., Inc. national BD | Class Vi Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | May 3, 2021 |
| Luke Austin Mccaslin | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Class Vi Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2019 | Jan 7, 2019 |
| Matthew Dennis Blackburn | Natcity Investments, Inc. unclassified | Class Vi Family Office, LLC no RAUM | Other | Aug 5, 2009 | Sep 14, 2016 (2597 d) |
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6 moves match.