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 Tru Independence Asset Management 2, 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.

AdvisorFromToTypeLeftRegistered
Nicolas CastanoMorton Wealth independent RIATru Independence Asset Management 2, LLC independent RIARIA to RIAApr 27, 2026Apr 24, 2026
Robert B RobinsonChecchi Capital Advisers, LLC independent RIATru Independence Asset Management 2, LLC independent RIARIA to RIADec 31, 2025Apr 2, 2026 (92 d)
Abigail Flores ChaoAmeriprise Financial Services, LLC national BDTru Independence Asset Management 2, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2024Nov 6, 2024
Jeffrey Ryan GriswoldMerit Wealth Management, LLC unclassifiedTru Independence Asset Management 2, LLC independent RIAOtherMay 17, 2024Jan 12, 2026 (605 d)
Jennifer VandusseldorpPrime Capital Financial mixed wealthTru Independence Asset Management 2, LLC independent RIARIA to RIAJan 20, 2022Jun 24, 2026 (1616 d)
Clarissa Sandrine TawelStrategy Asset Managers L.L.C. independent RIATru Independence Asset Management 2, LLC independent RIARIA to RIADec 9, 2021May 13, 2022 (155 d)
Daniel MauserIpg Investment Advisors, LLC independent RIATru Independence Asset Management 2, LLC independent RIARIA to RIAAug 30, 2021Aug 30, 2021
Stacy SizemoreSound Legacy Wealth Advisors, LLC independent RIATru Independence Asset Management 2, LLC independent RIARIA to RIAJan 7, 2021Nov 2, 2021 (299 d)
Brittany A BuffingtonLPL Financial LLC BD affiliatedTru Independence Asset Management 2, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 17, 2020Nov 2, 2021 (442 d)
Daniel F AntociccoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTru Independence Asset Management 2, LLC independent RIAWirehouse to independent RIAJul 31, 2020Nov 23, 2021 (480 d)
Daniel J HareMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTru Independence Asset Management 2, LLC independent RIAWirehouse to independent RIAJul 31, 2020Jan 29, 2021 (182 d)
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11 moves match.