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 Eiger Wealth 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 |
|---|---|---|---|---|---|
| N Alexander Alard | J.P. Morgan Securities LLC wirehouse | Eiger Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jun 2, 2026 | Jun 10, 2026 |
| Olivia Taylor Gliege | Charles Schwab & Co., Inc. national BD | Eiger Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2024 | May 31, 2024 (56 d) |
| Scott Robert Bramwell | Cornerstone Wealth Management independent RIA | Eiger Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2019 | Aug 17, 2019 (73 d) |
| Fabian Michael Waldner | Cornerstone Wealth Management independent RIA | Eiger Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2019 | Aug 17, 2019 (73 d) |
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4 moves match.