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 Condor Capital Wealth Management
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 |
|---|---|---|---|---|---|
| Caelan Angus Mccarthy | Condor Capital Wealth Management independent RIA | Princeton Capital Management LLC independent RIA | RIA to RIA | Aug 16, 2023 | Jan 1, 2026 (869 d) |
| Stephen A. Manzi | Condor Capital Wealth Management independent RIA | Rmr Wealth Builders, Inc. independent RIA | RIA to RIA | May 6, 2021 | Apr 19, 2021 |
| Brian Bradford Slater | Condor Capital Wealth Management other | Slater Wealth Planning LLC unclassified | Other | Jan 4, 2017 | Sep 24, 2018 (628 d) |
| Ryan Michael Mulhearn | Condor Capital Wealth Management other | Kms Financial Services, Inc other | Other | Jan 4, 2017 | Jan 23, 2017 |
| Andrew Dean Novick | Condor Capital Wealth Management other | The Investment Connection LLC state registered | Other | May 17, 2013 | Jul 11, 2014 (420 d) |
| Scott Jolyon Monroe | Condor Capital Wealth Management other | Towneley Capital Management, Inc. mixed wealth | Other | Jul 1, 2003 | Sep 5, 2023 (7371 d) |
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6 moves match.