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 Millennium Advisory Services, 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.

AdvisorFromToTypeLeftRegistered
Steven Andrew CooperMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 28, 2025Jan 9, 2025
Roy Jordan SmithMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC otherOtherFeb 28, 2025Feb 26, 2024
Coleman Jacob FoxMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 5, 2025Feb 4, 2025
Steven Michael FennerMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 3, 2025Feb 3, 2025
Timothy David HummelMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 3, 2025Feb 3, 2025
Antonio Tremaine KittMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 30, 2025Jan 30, 2025
Thomas Gilbert SiebersMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 30, 2025Jan 30, 2025
Paul Bernard HuntMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 28, 2025
Wendelin Anthony PadekMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Dec 23, 2024
Grant Anderson RussellMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 29, 2025
Charles Gentry DysonMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 29, 2025
Michael George CamizziMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 24, 2025Jan 22, 2025
Cynthia Diane HowellMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 9, 2025
Danielle Ryan DykesMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 23, 2025
Timothy Davis SilverMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 8, 2025
Patrick William DupontMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 23, 2024
Ryan Michael JacobsMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 24, 2024
Erin Alkire LambertMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 3, 2025
Edward Michael WareMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 8, 2025
Bradley Tyler SchardeinMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 23, 2024
David Ming JeremiahMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 23, 2025
Jared Weston KeeleyMillennium Advisory Services, Inc. independent RIARfg Advisory, LLC independent RIARIA to RIAAug 5, 2024Aug 19, 2024
Ashleigh N. LemasterMillennium Advisory Services, Inc. independent RIAWealthcare Capital Management LLC independent RIARIA to RIAMay 28, 2024Apr 9, 2026 (681 d)
Christian P DoyleMillennium Advisory Services, Inc. independent RIASaling Wealth Advisors independent RIARIA to RIAJan 22, 2024Feb 22, 2024 (31 d)
Mikel ChalmersMillennium Advisory Services, Inc. independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 9, 2020Aug 19, 2020 (41 d)
Craig Steven DeanMillennium Advisory Services, Inc. otherSterling Asset Management, LLC unclassifiedOtherOct 3, 2005Oct 12, 2005
Page 1 of 1
26 moves match.