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 Bastion Fiduciary
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 |
|---|---|---|---|---|---|
| Jeffrey Scott Alderfer | Islamorada Investment Management, Llp unclassified | Bastion Fiduciary no RAUM | Other | Mar 31, 2025 | Jan 14, 2025 |
| Cale Michael Smith | Islamorada Investment Management, Llp unclassified | Bastion Fiduciary no RAUM | Other | Mar 31, 2025 | Feb 11, 2025 |
| John Louis Rotonti | Islamorada Investment Management, Llp unclassified | Bastion Fiduciary no RAUM | Other | Mar 31, 2025 | Jan 14, 2025 |
| Lauretta Ann Reeves | Islamorada Investment Management, Llp unclassified | Bastion Fiduciary no RAUM | Other | Mar 31, 2025 | Jan 14, 2025 |
| Ian James Gates | Islamorada Investment Management, Llp unclassified | Bastion Fiduciary no RAUM | Other | Mar 31, 2025 | Jan 14, 2025 |
| Kirk William Kinder | Tweddell Goldberg Investment Management other | Bastion Fiduciary no RAUM | Other | Jun 15, 2016 | Jan 14, 2025 (3135 d) |
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6 moves match.