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 Algorithmic Investment Models

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.

AdvisorFromToTypeLeftRegistered
Todd Matthew RiceAim no RAUMAlgorithmic Investment Models otherOtherFeb 12, 2025Sep 27, 2022
Andrew Philip RiceAim no RAUMAlgorithmic Investment Models otherOtherFeb 12, 2025Sep 27, 2022
Daniel Joseph DixonJoseph Grace Holdings, Inc. state registeredAlgorithmic Investment Models otherOtherFeb 28, 2020Apr 14, 2020 (46 d)
Erich FradenburgMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlgorithmic Investment Models otherOtherFeb 12, 2020Feb 25, 2020
Chester ChappellBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 16, 2020
James John BulgerBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Feb 4, 2020 (35 d)
Joshua Spielman GlazerBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 16, 2020
Zachary Alan StoutBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 21, 2020
Brendan Dennis RyanBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Ryan Joseph AllessioBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Courtney Arlene DoyleBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Brandon M AndersonBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 30, 2020
William George WiseBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 17, 2020
Denis John RezendesBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Feb 7, 2020 (38 d)
Jared Albert KlapmanLongboard Asset Management asset managerAlgorithmic Investment Models otherOtherNov 4, 2019Feb 25, 2020 (113 d)
Gregory Curtis EllmsWellesley Asset Management, Inc. mixed wealthAlgorithmic Investment Models otherOtherMay 8, 2019Feb 25, 2020 (293 d)
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16 moves match.