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 All Terrain Financial 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 |
|---|---|---|---|---|---|
| William Henry Fondell | Bluespring Wealth Management, LLC independent RIA | All Terrain Financial Advisors independent RIA | RIA to RIA | Apr 17, 2018 | May 2, 2018 |
| Brian James Skolte | Bluespring Wealth Management, LLC other | All Terrain Financial Advisors no RAUM | Other | May 25, 2017 | Feb 23, 2017 |
| Joseph Lee Van Dam | Bluespring Wealth Management, LLC other | All Terrain Financial Advisors no RAUM | Other | May 25, 2017 | Feb 23, 2017 |
| Amy Marie Pavlis | Bluespring Wealth Management, LLC other | All Terrain Financial Advisors no RAUM | Other | Apr 10, 2017 | Feb 23, 2017 |
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4 moves match.