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 Veridian Capital Partners
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 |
|---|---|---|---|---|---|
| Brian A Williamson | Lighthouse Wealth Management independent RIA | Veridian Capital Partners independent RIA | RIA to RIA | Jun 30, 2021 | Jan 1, 2025 (1281 d) |
| Chandru Surendran Ramachandran | Ameriprise Financial Services, LLC national BD | Veridian Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 1, 2021 | Jun 1, 2021 |
| Brian Leigh Runkles | Ameriprise Financial Services, LLC national BD | Veridian Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2021 | Aug 23, 2021 (83 d) |
| Sarah Catherine Hofman | Ameriprise Financial Services, LLC national BD | Veridian Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 1, 2021 | Jun 3, 2021 |
| Stephanie Lynn Ramachandran | Ameriprise Financial Services, LLC national BD | Veridian Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2021 | Jan 7, 2025 (1316 d) |
| Andrew James Ataras | Ameriprise Financial Services, LLC national BD | Veridian Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 1, 2021 | Jun 3, 2021 |
Page 1 of 1
6 moves match.