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 Bonsai Advisors 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 |
|---|---|---|---|---|---|
| Amy C Smith | Advice And Planning Services BD affiliated | Bonsai Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2025 | Sep 3, 2026 (335 d) |
| Christian Paul Von Allmen | Virtue Capital Management, LLC independent RIA | Bonsai Advisors LLC state registered | RIA to a state-registered adviser | Nov 8, 2024 | Dec 17, 2024 (39 d) |
| Michele Ayres Osterberg | Tlg Advisors, Inc. BD affiliated | Bonsai Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 5, 2023 | Jan 1, 2025 (727 d) |
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3 moves match.