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 Millie Capital Management 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 |
|---|---|---|---|---|---|
| Monica Van Eck | Millie Capital Management LLC other | Ep Wealth Advisors other | Other | Feb 23, 2018 | Mar 1, 2018 |
| Eric Seth Jardine | Millie Capital Management LLC other | Perigon Wealth Management, LLC other | Other | Jan 23, 2018 | Jan 12, 2018 |
| John Andrew Bellamy | Millie Capital Management LLC other | Clarity Wealth Advisors other | Other | Nov 21, 2013 | Nov 19, 2013 |
| Steve Salvatore Caltagirone | Millie Capital Management LLC other | Osborne Partners other | Other | Jun 3, 2010 | Mar 23, 2011 (293 d) |
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4 moves match.