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 Sustainable Advisors Alliance 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
Ian Bernard McleodImpact Investors independent RIASustainable Advisors Alliance LLC independent RIARIA to RIAJun 17, 2026Jun 7, 2026
Julie Lynn SkyeSkye Advisors LLC unclassifiedSustainable Advisors Alliance LLC no RAUMOtherFeb 25, 2022Jan 4, 2021
Harold Joseph MoranPortfolio Resources Advisor Group, Inc. independent RIASustainable Advisors Alliance LLC no RAUMRIA to a newly registered adviserApr 30, 2021Apr 15, 2021
Pamela Stamper BrandtPortfolio Resources Advisor Group, Inc. independent RIASustainable Advisors Alliance LLC no RAUMRIA to a newly registered adviserApr 27, 2021Apr 16, 2021
Janet Ellen BryanFirst Affirmative Financial Network LLC independent RIASustainable Advisors Alliance LLC independent RIARIA to RIAApr 9, 2021Nov 10, 2021 (215 d)
Laura Whitney IsanukFirst Affirmative Financial Network LLC independent RIASustainable Advisors Alliance LLC no RAUMRIA to a newly registered adviserApr 9, 2021Apr 8, 2021
Krista Anne StrohofferPortfolio Resources Advisor Group, Inc. independent RIASustainable Advisors Alliance LLC no RAUMRIA to a newly registered adviserJan 5, 2021Jan 5, 2021
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7 moves match.