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 Monterey Private Wealth, Inc.
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 |
|---|---|---|---|---|---|
| Cristofer Andres Cabanillas | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Gary Eugene Douglas Alt | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Mark W Kooiman | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Spencer Harvey Lloyd | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Zachariah A Harney | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Hannah Dee Rogge | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
| Julie Olson Roth | Monterey Private Wealth, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Apr 21, 2025 | Apr 1, 2025 |
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7 moves match.