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 Alperin Financial Solutions, 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 |
|---|---|---|---|---|---|
| Drew Clinton James Hanessian | Tessara Wealth independent RIA | Alperin Financial Solutions, LLC state registered | RIA to a state-registered adviser | May 28, 2026 | Jun 5, 2026 |
| Charles Marion Russell | Charles Schwab & Co., Inc. national BD | Alperin Financial Solutions, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 30, 2024 | Jul 16, 2024 (77 d) |
| Scott Noel Alperin | Osaic Institutions, Inc. BD affiliated | Alperin Financial Solutions, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 26, 2021 | Sep 7, 2023 (650 d) |
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3 moves match.