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 Altar Rock
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 |
|---|---|---|---|---|---|
| John Thomas Kasameyer | Cresset Asset Management, LLC independent RIA | Altar Rock independent RIA | RIA to RIA | Apr 10, 2024 | Jun 17, 2024 (68 d) |
| Craig Leon Blackwell | Compound Advisers, Inc. independent RIA | Altar Rock independent RIA | RIA to RIA | Jun 6, 2023 | Jun 17, 2024 (377 d) |
| Nicholas Thomas Goode | Center For Wealth Planning Advisors, Inc other | Altar Rock independent RIA | Other | Sep 11, 2017 | Jan 1, 2026 (3034 d) |
| Andrew Harding Barnes | J.P. Morgan Securities LLC wirehouse | Altar Rock independent RIA | Wirehouse to independent RIA | Jul 22, 2010 | Jan 6, 2026 (5647 d) |
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4 moves match.