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 724 Capital, 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 |
|---|---|---|---|---|---|
| Christian Paul Von Allmen | Bonsai Advisors LLC state registered | 724 Capital, LLC independent RIA | Other | Aug 12, 2026 | Aug 24, 2026 |
| Michael Lee Mishler | Spc BD affiliated | 724 Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2025 | Mar 21, 2025 |
| Paul John Damon | Family Capital Management independent RIA | 724 Capital, LLC independent RIA | RIA to RIA | Jan 30, 2025 | Sep 12, 2024 |
| Clay Purvis | Ministry Partners Securities, LLC state registered | 724 Capital, LLC independent RIA | Other | Jul 25, 2024 | Mar 19, 2024 |
| Trevor Seth Rupp | Thrivent Investment Management Inc. BD affiliated | 724 Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2024 | May 1, 2024 |
| Robert Ralph Korljan | Johnson Wealth Management, LLC independent RIA | 724 Capital, LLC independent RIA | RIA to RIA | Mar 25, 2024 | Oct 7, 2024 (196 d) |
| Michael Ray Childs | F3logic, LLC independent RIA | 724 Capital, LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2022 | Feb 22, 2022 |
| Ned Lee Wyse | F3logic, LLC independent RIA | 724 Capital, LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2022 | Feb 16, 2022 |
| Andres Peterson | F3logic, LLC independent RIA | 724 Capital, LLC no RAUM | RIA to a newly registered adviser | Apr 8, 2022 | Feb 16, 2022 |
| Lindsey A. Roehl | F3logic, LLC independent RIA | 724 Capital, LLC independent RIA | RIA to RIA | Apr 8, 2022 | Aug 10, 2023 (489 d) |
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10 moves match.