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 Denver Money Manager, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Aaron David Grey | Denver Money Manager, LLC other | Buckingham Strategic Wealth, LLC other | Other | Jan 19, 2016 | Feb 3, 2016 |
| Joel T Martin | Denver Money Manager, LLC other | Buckingham Strategic Wealth, LLC other | Other | Jan 19, 2016 | Jan 26, 2016 |
| William Andrew Snider | Denver Money Manager, LLC other | Cetera Investment Services LLC other | Other | Jan 7, 2011 | Jan 17, 2012 (375 d) |
| Scott Alan Spangler | Denver Money Manager, LLC other | Carden Capital LLC other | Other | Jan 8, 2010 | Jun 14, 2016 (2349 d) |
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4 moves match.