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 Alta Wealth 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
William Gerard SkinnerOsaic Institutions, Inc. BD affiliatedAlta Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2026Jan 30, 2026
Reid Jonathan SobermanOsaic Institutions, Inc. BD affiliatedAlta Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2026Jan 30, 2026
Michael Robert QuinnEagle Strategies LLC BD affiliatedAlta Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2025Dec 10, 2025
Nicole Marie SomersMorgan Stanley wirehouseAlta Wealth Advisors LLC independent RIAWirehouse to independent RIAJan 24, 2025Jan 17, 2025
Zachary Armand LeightonCitizens Securities, Inc. BD affiliatedAlta Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 25, 2024Oct 25, 2024
Anthony J DepintoPinnacle Private Wealth, LLC independent RIAAlta Wealth Advisors LLC no RAUMRIA to a newly registered adviserOct 10, 2018May 31, 2018
Michael Dominic VitiPinnacle Private Wealth, LLC independent RIAAlta Wealth Advisors LLC no RAUMRIA to a newly registered adviserMay 23, 2018Apr 30, 2018
Vincenzo StutoPinnacle Private Wealth, LLC independent RIAAlta Wealth Advisors LLC no RAUMRIA to a newly registered adviserMay 23, 2018Apr 23, 2018
Bryan ParksPinnacle Private Wealth, LLC independent RIAAlta Wealth Advisors LLC no RAUMRIA to a newly registered adviserMay 23, 2018Apr 30, 2018
Paul M BrissendenPinnacle Private Wealth, LLC independent RIAAlta Wealth Advisors LLC no RAUMRIA to a newly registered adviserMay 23, 2018Apr 30, 2018
Francis Thaddeus FinnPark Avenue Securities LLC otherAlta Wealth Advisors LLC independent RIAOtherJan 19, 2005Jul 21, 2025 (7488 d)
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11 moves match.