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 Monroe Vos Consulting, Inc.
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 |
|---|---|---|---|---|---|
| Joseph Anderson | Monroe Vos Consulting, Inc. institutional | Citigroup Global Markets Inc. BD affiliated | Other | Aug 17, 2018 | Sep 21, 2018 (35 d) |
| William Harger Carsey | Monroe Vos Consulting, Inc. other | Morgan Stanley wirehouse | Other | Sep 6, 2012 | Mar 6, 2013 (181 d) |
| Lauren Janine Rich | Monroe Vos Consulting, Inc. other | Linscomb Wealth, Inc. other | Other | Feb 18, 2011 | Apr 18, 2012 (425 d) |
| Robert John Mileff | Monroe Vos Consulting, Inc. other | Fortigent, LLC other | Other | Jul 18, 2006 | Sep 13, 2006 (57 d) |
| Victoria Polinski Smith | Monroe Vos Consulting, Inc. other | Citigroup Global Markets Inc. other | Other | Jul 15, 2002 | Jul 24, 2002 |
| Mark William Selldin | Monroe Vos Consulting, Inc. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jun 7, 2002 | Jul 9, 2002 (32 d) |
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6 moves match.