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 Mint Asset Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lauren N. Schultz | Creativeone Wealth, LLC independent RIA | Mint Asset Management LLC independent RIA | RIA to RIA | Nov 17, 2025 | Aug 18, 2026 (274 d) |
| Michael James Reilly | Avalon state registered | Mint Asset Management LLC independent RIA | Other | Sep 23, 2024 | Apr 15, 2024 |
| Bryan Alexander Perry | Navellier & Associates Inc independent RIA | Mint Asset Management LLC independent RIA | RIA to RIA | Feb 17, 2023 | Feb 22, 2023 |
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3 moves match.