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 Avenir Private 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Paul Mark Zoch | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2018 | Apr 12, 2019 (102 d) |
| Christian Eliezer Urbina | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2018 | Dec 18, 2018 |
| Maxime Fleming Jean-Louis | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2018 | Dec 18, 2018 |
| Everett Scott Youngberg | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 15, 2018 | Nov 14, 2018 |
| Mark Edward Rienerth | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 6, 2018 | Nov 7, 2018 |
| Mark David Coffey | Capital Guardian Wealth Management, LLC independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 6, 2018 | Nov 6, 2018 |
| Brian Thomas Burkhart | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Avenir Private Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 10, 2018 | Nov 7, 2018 (58 d) |
| Charles K Pouliot | Procyon independent RIA | Avenir Private Advisors, LLC no RAUM | RIA to a newly registered adviser | Jul 25, 2018 | Dec 10, 2018 (138 d) |
| Stuart Alan Rainer | Hayden Royal independent RIA | Avenir Private Advisors, LLC independent RIA | RIA to RIA | Jun 28, 2018 | Oct 15, 2019 (474 d) |
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9 moves match.