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 Fiduciary Investment Trusts, 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 |
|---|---|---|---|---|---|
| Melissa Kay Sturgis | Prime Capital Financial mixed wealth | Fiduciary Investment Trusts, LLC asset manager | Other | Feb 21, 2025 | Nov 21, 2019 |
| Kyle Palmer Bingham | Edelman Financial Engines mixed wealth | Fiduciary Investment Trusts, LLC asset manager | Other | Dec 31, 2020 | Apr 9, 2021 (99 d) |
| Alejandro Siqueiros | Prime Capital Financial other | Fiduciary Investment Trusts, LLC asset manager | Other | Nov 17, 2020 | Sep 4, 2019 |
| Eric Paul Butler | Stadion Money Management, LLC asset manager | Fiduciary Investment Trusts, LLC asset manager | Other | Nov 5, 2020 | Oct 24, 2020 |
| Matthew Grant Swatek | Cetera Planning Partners independent RIA | Fiduciary Investment Trusts, LLC asset manager | Other | Mar 25, 2020 | Mar 3, 2020 |
Page 1 of 1
5 moves match.