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 Altitude Capital 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 |
|---|---|---|---|---|---|
| Ashton John Guiltinan | Key Investment Services LLC BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2026 | Jun 5, 2026 |
| Harry Redmond Greene | Brookstone Wealth Advisors, LLC no RAUM | Altitude Capital Management LLC independent RIA | Other | May 8, 2026 | Mar 11, 2026 |
| Dennis James Snoozy | Snp Financial Advisors unclassified | Altitude Capital Management LLC no RAUM | Other | Dec 31, 2025 | Jun 11, 2024 |
| Daniel Alan Natoli | Creative Resources Investment Advisors LLC other | Altitude Capital Management LLC independent RIA | Other | Dec 16, 2025 | Jan 9, 2026 |
| Eric N Schoonover | Secure Investment Management, LLC independent RIA | Altitude Capital Management LLC independent RIA | RIA to RIA | Dec 8, 2025 | Jun 24, 2026 (198 d) |
| Gregory Scott Shuman | Ameriprise Financial Services, LLC national BD | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2025 | Sep 30, 2025 |
| Michael John Cooley | Forthright Capital independent RIA | Altitude Capital Management LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jan 1, 2026 (149 d) |
| Mark Frederick Collier | LPL Enterprise, LLC no RAUM | Altitude Capital Management LLC independent RIA | Other | Mar 3, 2025 | May 27, 2025 (85 d) |
| Andre Obrian Harrielal | Brookstone Wealth Advisors, LLC no RAUM | Altitude Capital Management LLC independent RIA | Other | Jan 22, 2025 | Jan 12, 2026 (355 d) |
| Matthew Austin Glass | Brookstone Wealth Advisors, LLC no RAUM | Altitude Capital Management LLC no RAUM | Other | Jan 2, 2025 | Jan 2, 2025 |
| Stephen Mcgoff | Wells Fargo Advisors wirehouse | Altitude Capital Management LLC independent RIA | Wirehouse to independent RIA | Jul 16, 2024 | Jul 9, 2025 (358 d) |
| Adrian N Raney | Pruco Securities, LLC BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2024 | Dec 8, 2025 (622 d) |
| Matthew David Anderson | Kuhn Capital Partners independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Mar 6, 2024 | Mar 8, 2024 |
| Bruce D Macomber | Brookstone Wealth Advisors, LLC no RAUM | Altitude Capital Management LLC no RAUM | Other | Jan 25, 2024 | Mar 13, 2024 (48 d) |
| Constance Nathelma Craig-Mason | Forthright Capital independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Jan 8, 2024 | Jan 18, 2024 |
| Sherwood Allison Barbour | Amerity Wealth Management, LLC independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2023 | Jan 23, 2024 |
| John Eugene Perez | Vanguard Advisers, Inc. BD affiliated | Altitude Capital Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 25, 2023 | Mar 7, 2024 (226 d) |
| David Allen Shilling | Transamerica Financial Advisors, LLC BD affiliated | Altitude Capital Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 12, 2023 | Jan 3, 2025 (541 d) |
| Charles Eric Greth | Equitable Advisors, LLC national BD | Altitude Capital Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 7, 2023 | Oct 24, 2024 (625 d) |
| Daniel Mark Saccal | Wealth Watch Advisors, Inc independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Apr 15, 2021 | Mar 4, 2025 (1419 d) |
| Michael L Groomes | Pruco Securities, LLC BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2021 | Jul 15, 2025 (1652 d) |
| Eric Leonard Sjolund | Sjolund Financial Services unclassified | Altitude Capital Management LLC independent RIA | Other | Dec 31, 2020 | Aug 15, 2025 (1688 d) |
| Nickolas J. Turner | Huntington Financial Advisors BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2019 | Jun 24, 2026 (2472 d) |
| Anthony J Mascherino | Thrive Capital Management, LLC independent RIA | Altitude Capital Management LLC independent RIA | RIA to RIA | Jul 24, 2019 | Aug 4, 2025 (2203 d) |
| Matthew John Fitzgerald | Invesco Advisers, Inc. asset manager | Altitude Capital Management LLC no RAUM | Other | May 31, 2019 | Oct 18, 2024 (1967 d) |
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25 moves match.