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

Departures from Moneta Group Investment Advisors, 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.

AdvisorFromToTypeLeftRegistered
Christopher Robert MichalakMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherAug 31, 2016Sep 1, 2016
Laura Elizabeth PaulsellMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherAug 31, 2016Sep 1, 2016
Zachary Steven WagganerMoneta Group Investment Advisors, LLC otherMosaic Family Wealth, LLC otherOtherJul 29, 2016Aug 1, 2016
Debra J LightMoneta Group Investment Advisors, LLC otherMariner Wealth Advisors otherOtherMar 31, 2016Mar 29, 2016
Julie Elizabeth BahrMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherJul 31, 2015Aug 4, 2015
Margaret Jean KlokkengaMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherJul 31, 2015Mar 10, 2017 (588 d)
Ashlee Gabrielle Minton ViereggerMoneta Group Investment Advisors, LLC otherFoster Group, Inc. independent RIAOtherJul 31, 2015Aug 10, 2021 (2202 d)
Kenneth John BowerMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherJul 16, 2015Jul 16, 2015
Matthew Joseph BowerMoneta Group Investment Advisors, LLC otherClayton Financial Group, LLC otherOtherJul 16, 2015Jul 16, 2015
Patrick Joseph HowleyMoneta Group Investment Advisors, LLC otherMariner Wealth Advisors no RAUMOtherJun 30, 2015Jun 22, 2015
Betsy E DowMoneta Group Investment Advisors, LLC otherMariner Wealth Advisors no RAUMOtherJun 30, 2015Jun 22, 2015
Matthew Douglas FisherMoneta Group Investment Advisors, LLC otherMariner Wealth Advisors no RAUMOtherJun 30, 2015Jun 16, 2015
Edward Brandon MeyerMoneta Group Investment Advisors, LLC otherEdward Jones national BDOtherDec 15, 2014Sep 12, 2024 (3559 d)
John NagleMoneta Group Investment Advisors, LLC otherKavar Capital Partners, LLC otherOtherNov 21, 2014Dec 2, 2014
Cynthia Lynn MckillipMoneta Group Investment Advisors, LLC otherAcropolis Investment Management otherOtherNov 10, 2014Dec 16, 2014 (36 d)
Jeffrey Michael LaughlinMoneta Group Investment Advisors, LLC otherFidelis Financial Planning, LLC otherOtherJan 4, 2011Jan 17, 2011
Mark Eric WinlandMoneta Group Investment Advisors, LLC otherBuckingham Strategic Wealth, LLC otherOtherDec 3, 2010Dec 13, 2010
Beth Susan OakesMoneta Group Investment Advisors, LLC otherWells Fargo Advisors wirehouseOtherNov 18, 2010Sep 18, 2012 (670 d)
Thomas J DooleyMoneta Group Investment Advisors, LLC otherLegatrust Financial Advisors, Inc. state registeredOtherNov 20, 2009Jan 25, 2010 (66 d)
Robert Paul EnsorMoneta Group Investment Advisors, LLC otherArgos Capital Partners, LLC otherOtherSep 11, 2008Apr 9, 2014 (2036 d)
Mark Allen SchweissMoneta Group Investment Advisors, LLC otherNfp Advisor Services, LLC otherOtherAug 25, 2008Sep 8, 2008
Brian Joseph FernandezMoneta Group Investment Advisors, LLC otherMatter Family Office otherOtherJun 6, 2007Oct 17, 2007 (133 d)
Laura Tierney ScobeeMoneta Group Investment Advisors, LLC otherFirst Heartland Consultants, Inc. otherOtherDec 31, 2006May 14, 2007 (134 d)
Pamela Ann HardinMoneta Group Investment Advisors, LLC otherFoundation Wealth Management, LLC otherOtherOct 6, 2003Dec 9, 2004 (430 d)
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84 moves match.