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 Prudeo Partners, 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.

AdvisorFromToTypeLeftRegistered
Michael Lee KrumholzPrudeo Partners, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 17, 2024Feb 5, 2024
Sheila Elizabeth LittlePrudeo Partners, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIAJun 17, 2024Feb 12, 2024
Christian Lamar TylerPrudeo Partners, LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIASep 12, 2023Oct 11, 2023
Jennifer Diane KauffmanPrudeo Partners, LLC independent RIAMma Securities LLC no RAUMOtherJun 6, 2022Mar 18, 2025 (1016 d)
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4 moves match.