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 Investment And Retirement 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 |
|---|---|---|---|---|---|
| Douglas Anthony Rongo | Millennium Investment And Retirement Advisors, LLC institutional | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Jun 17, 2025 | Jun 16, 2025 |
| Joel Gilbert Regier | Millennium Investment And Retirement Advisors, LLC institutional | Bondurant Investment Advisory, LLC independent RIA | Other | Nov 30, 2023 | Dec 1, 2023 |
| Gary Bruce Berdoff | Millennium Investment And Retirement Advisors, LLC institutional | Northstar Fiduciary Partners, LLC institutional | Other | Aug 17, 2023 | Feb 14, 2024 (181 d) |
| William Roger Branch | Millennium Investment And Retirement Advisors, LLC institutional | Northstar Fiduciary Partners, LLC institutional | Other | Jun 5, 2023 | Feb 4, 2024 (244 d) |
| Michael Paul Ziccardi | Millennium Investment And Retirement Advisors, LLC other | Cbiz Retirement Plan Advisory Services other | Other | Dec 31, 2016 | Jun 29, 2016 |
| Milton Dario Castellanos | Millennium Investment And Retirement Advisors, LLC other | Provident Source, LLC unclassified | Other | Jul 27, 2011 | Jul 27, 2011 |
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6 moves match.