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 Treehouse Wealth 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 |
|---|---|---|---|---|---|
| Diane Susan Bourdo | The Humphreys Group independent RIA | Treehouse Wealth Advisors independent RIA | RIA to RIA | Jan 16, 2025 | Feb 5, 2025 |
| Hallie Elizabeth Kraus | The Humphreys Group independent RIA | Treehouse Wealth Advisors independent RIA | RIA to RIA | Jan 16, 2025 | Feb 5, 2025 |
| Alexis Whitney Olian | The Humphreys Group independent RIA | Treehouse Wealth Advisors independent RIA | RIA to RIA | Jan 16, 2025 | Feb 5, 2025 |
| Garrett James Smith | Garrison Point Funds, LLC asset manager | Treehouse Wealth Advisors no RAUM | Other | Jan 3, 2022 | Mar 24, 2018 |
| Andrew Gratke Skinner | San Francisco Sentry Investment Group independent RIA | Treehouse Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 10, 2018 | Apr 11, 2018 |
| Stacey Chin Liu | San Francisco Sentry Investment Group independent RIA | Treehouse Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 10, 2018 | Apr 11, 2018 |
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6 moves match.