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 The Milwealth 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 |
|---|---|---|---|---|---|
| Michael John Weil | The Milwealth Group, LLC other | Next Generation Wealth Management, Inc. other | Other | Nov 8, 2013 | Nov 21, 2013 |
| Peter Martin Kult | The Milwealth Group, LLC other | Kult Wealth Management Group, LLC other | Other | Jul 1, 2003 | Jul 1, 2003 |
Page 1 of 1
2 moves match.