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 Aletheian Wealth 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 |
|---|---|---|---|---|---|
| Kevin Andrew Erwert | Vestory, LLC independent RIA | Aletheian Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | May 13, 2019 | Aug 5, 2019 (84 d) |
| Randy T Siegel | Cornerstone Advisors Inc mixed wealth | Aletheian Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | May 10, 2019 | Aug 9, 2019 (91 d) |
| Joshua Ray Betts | Cornerstone Advisors Inc mixed wealth | Aletheian Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Aug 27, 2019 (235 d) |
| Scott Douglas Hedgcock | Cornerstone Advisors Inc other | Aletheian Wealth Advisors LLC no RAUM | Other | Jan 13, 2017 | Aug 5, 2019 (934 d) |
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4 moves match.