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 Vistamark Investments
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 |
|---|---|---|---|---|---|
| Sean Paul Mcevilly | Crescent Capital unclassified | Vistamark Investments independent RIA | Other | Dec 23, 2025 | Oct 3, 2025 |
| William Seyfarth | Alliancebernstein L.P. asset manager | Vistamark Investments independent RIA | Other | Sep 17, 2025 | Oct 23, 2025 (36 d) |
| Ryan Marshall Walter | J.P. Morgan Securities LLC wirehouse | Vistamark Investments independent RIA | Wirehouse to independent RIA | May 15, 2012 | May 11, 2026 (5109 d) |
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3 moves match.