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 Altus Wealth Group, 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
Edwin A JaneczekZacks Investment Management, Inc. mixed wealthAltus Wealth Group, LLC independent RIARIA to RIAFeb 29, 2024Jan 10, 2024
Scott Robert AndersonMorgan Stanley wirehouseAltus Wealth Group, LLC independent RIAWirehouse to independent RIANov 13, 2019Nov 12, 2019
Matthew Jon KrauseAdvice And Planning Services BD affiliatedAltus Wealth Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2019Sep 10, 2019
Michael John HarringtonMorgan Stanley wirehouseAltus Wealth Group, LLC otherOtherAug 21, 2017Aug 22, 2017
Nancy Pizarro MercadoMorgan Stanley wirehouseAltus Wealth Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 22, 2017May 22, 2017
Dustin Larry BenchMorgan Stanley wirehouseAltus Wealth Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 22, 2017May 22, 2017
Norman F.D. AlvisUBS Financial Services Inc. wirehouseAltus Wealth Group, LLC independent RIAWirehouse to independent RIADec 10, 2007Mar 10, 2022 (5204 d)
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7 moves match.