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 Aspire Wealth
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 |
|---|---|---|---|---|---|
| Nathan William Pesch | Cg Advisory Services independent RIA | Aspire Wealth state registered | RIA to a state-registered adviser | Nov 30, 2023 | Dec 12, 2023 |
| Brian Lee Platte | Full Spectrum Retirement Services, Inc. unclassified | Aspire Wealth state registered | Other | Dec 31, 2021 | May 7, 2021 |
| Benjamin Noel Webster | Brookstone Asset Management, LLC independent RIA | Aspire Wealth state registered | RIA to a state-registered adviser | Oct 6, 2020 | Jan 1, 2025 (1548 d) |
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3 moves match.