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 Montag & Caldwell, An Advocacy Wealth Company
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 |
|---|---|---|---|---|---|
| David Lee Watson | Montag & Caldwell, An Advocacy Wealth Company independent RIA | Advocacy Wealth Management, LLC independent RIA | RIA to RIA | Sep 24, 2025 | Sep 12, 2024 |
| Charles Everett Markwalter | Montag & Caldwell, An Advocacy Wealth Company independent RIA | Advocacy Wealth Management, LLC independent RIA | RIA to RIA | Sep 24, 2025 | Sep 9, 2024 |
| Kurt Thomas Momand | Montag & Caldwell, An Advocacy Wealth Company independent RIA | Advocacy Wealth Management, LLC independent RIA | RIA to RIA | Sep 24, 2025 | Nov 21, 2024 |
| James Merlin Francis | Montag & Caldwell, An Advocacy Wealth Company independent RIA | Alta Capital Management LLC independent RIA | RIA to RIA | Sep 20, 2024 | Nov 13, 2024 (54 d) |
| Helen Morgan Donahue | Montag & Caldwell, An Advocacy Wealth Company other | Montag independent RIA | Other | Nov 18, 2020 | Dec 11, 2020 |
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5 moves match.