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 Tamalpais Asset Management
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 |
|---|---|---|---|---|---|
| Joseph Daly Fierro | Global View Capital Management LLC independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Aug 5, 2026 | Aug 7, 2026 |
| Richard Wayne Gibson | Global View Capital Management LLC independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Aug 5, 2026 | Aug 6, 2026 |
| Wayne Cameron Best | Marin Wealth Advisors LLC independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Apr 9, 2025 | May 16, 2025 (37 d) |
| Michael Anthony Bristow | Cs Planning Corp independent RIA | Tamalpais Asset Management independent RIA | RIA to RIA | Jul 2, 2019 | May 2, 2019 |
| Bradley Scott Stephens | RBC Capital Markets, LLC national BD | Tamalpais Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2003 | Oct 16, 2023 (7563 d) |
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5 moves match.