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 Jm Egan 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 Mcnamara Egan | Jm Egan Wealth Advisors, LLC other | Hightower Advisors, LLC other | Other | Sep 20, 2016 | Aug 16, 2016 |
| Daniel John Field | Jm Egan Wealth Advisors, LLC other | Personal Cfo Solutions LLC other | Other | May 4, 2016 | Jul 29, 2016 (86 d) |
| Janet Santa Sherry | Jm Egan Wealth Advisors, LLC other | New England Securities Corporation other | Other | Jul 26, 2011 | Dec 13, 2011 (140 d) |
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3 moves match.