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 Fidere Advisors
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 |
|---|---|---|---|---|---|
| Robert Gregory Neuman | Boulevard independent RIA | Fidere Advisors state registered | RIA to a state-registered adviser | Dec 8, 2022 | May 26, 2021 |
| Aaron David Kolkman | Boulevard independent RIA | Fidere Advisors state registered | RIA to a state-registered adviser | Dec 8, 2022 | May 26, 2021 |
| Joseph Leonard Rapacki | Boulevard independent RIA | Fidere Advisors state registered | RIA to a state-registered adviser | Sep 30, 2022 | May 26, 2021 |
| Christopher Wayne Gerber | Strategic Wealth Group independent RIA | Fidere Advisors state registered | RIA to a state-registered adviser | Dec 31, 2020 | Jun 15, 2021 (166 d) |
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4 moves match.