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 Van Diest Capital

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.

AdvisorFromToTypeLeftRegistered
Ryan GerardyThrivent Investment Management Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2026Jul 8, 2026
Seth Bradley FultonOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 27, 2025Nov 25, 2025
William David BertranOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2025Nov 25, 2025
Eric Michael DawsonOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2025Nov 25, 2025
Tyler Paul DawsonOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2025Nov 25, 2025
Benjamin RasmussenOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2025Nov 25, 2025
Bryce William LittlerLexaurum Advisors independent RIAVan Diest Capital independent RIARIA to RIANov 11, 2025Nov 18, 2025
James Roger Van DiestOsaic Wealth, Inc. BD affiliatedVan Diest Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2025Apr 16, 2025
Page 1 of 1
8 moves match.