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 Del Monte Group, 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 |
|---|---|---|---|---|---|
| Richard M Del Monte | Del Monte Group, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2024 | Jan 12, 2026 (578 d) |
| Angela Marie Wright | Del Monte Group, LLC independent RIA | Gemmer Asset Management LLC independent RIA | RIA to RIA | Jun 13, 2024 | May 9, 2024 |
| Leonardo Sepulveda Bojorquez | Del Monte Group, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 12, 2024 | Jun 6, 2024 |
| Christopher Stephen Hughes | Del Monte Group, LLC independent RIA | Burton Enright Welch independent RIA | RIA to RIA | Dec 4, 2020 | Nov 20, 2020 |
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4 moves match.