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 Macro Consulting Group
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 |
|---|---|---|---|---|---|
| Maura Mallaney | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Thomas Moyer | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Andrew Despotakis | Macro Consulting Group independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2021 | Jul 2, 2021 |
| Gary Christopher Ribe | Macro Consulting Group independent RIA | Accretive Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 11, 2019 | Feb 8, 2019 |
| Stephen Dino Esposito | Macro Consulting Group independent RIA | Accretive Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 11, 2019 | Feb 8, 2019 |
| Gerald Jay Lamalfa | Macro Consulting Group other | Insight Private Advisors, LLC other | Other | Dec 17, 2014 | Dec 23, 2014 |
| Scott Portlock | Macro Consulting Group other | Commonwealth Financial Network national BD | Other | Jan 26, 2012 | Jan 23, 2012 |
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7 moves match.