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 Vital Investment Management 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 |
|---|---|---|---|---|---|
| David E Eads | Colorado Financial Management LLC independent RIA | Vital Investment Management LLC no RAUM | RIA to a newly registered adviser | Apr 9, 2019 | Mar 22, 2019 |
| Alonzo Slote Tredwell | Fidelity Personal Trust Company, Fsb unclassified | Vital Investment Management LLC independent RIA | Other | Mar 28, 2007 | Dec 10, 2025 (6832 d) |
Page 1 of 1
2 moves match.