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 Monument Group Wealth Advisors, 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 |
|---|---|---|---|---|---|
| John P Corron | Monument Group Wealth Advisors, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Oct 1, 2024 | Oct 2, 2024 |
| Andrew Morgan Richardson | Monument Group Wealth Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Aug 23, 2022 | Oct 12, 2022 (50 d) |
| Andrew Joseph Busa | Monument Group Wealth Advisors, LLC other | Rwa Wealth Partners independent RIA | Other | Jan 11, 2018 | Nov 21, 2019 (679 d) |
| Tyler Patrick Murphy | Monument Group Wealth Advisors, LLC other | Focus Partners Wealth, LLC independent RIA | Other | May 17, 2017 | Jun 4, 2019 (748 d) |
| Mark Gordon Huffman | Monument Group Wealth Advisors, LLC other | Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC other | Other | Oct 5, 2010 | Aug 3, 2010 |
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5 moves match.