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 Kilter Group
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 |
|---|---|---|---|---|---|
| Peter Anders Egolf | One Day In July LLC independent RIA | Kilter Group independent RIA | RIA to RIA | Sep 3, 2025 | May 29, 2026 (268 d) |
| Christina Lynn White | Beacon Pointe Advisors, LLC independent RIA | Kilter Group independent RIA | RIA to RIA | Jul 14, 2025 | Jul 30, 2025 |
| Luz Curiel | Invst, LLC independent RIA | Kilter Group no RAUM | RIA to a newly registered adviser | Jul 24, 2024 | Jul 25, 2024 |
| Dyer B Mccabe | Invst, LLC independent RIA | Kilter Group no RAUM | RIA to a newly registered adviser | Jul 24, 2024 | Apr 23, 2024 |
| Jennifer Elise Ziesk | Lifetime Wealth Management P.C. independent RIA | Kilter Group no RAUM | RIA to a newly registered adviser | Mar 28, 2024 | May 2, 2024 (35 d) |
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5 moves match.