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 Catamount Wealth Management
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 |
|---|---|---|---|---|---|
| Laurie E Stefanowicz | Catamount Wealth Management independent RIA | Crestwood Advisors independent RIA | RIA to RIA | Jul 29, 2019 | Jul 26, 2019 |
| Traci Ann Provost | Catamount Wealth Management independent RIA | Crestwood Advisors independent RIA | RIA to RIA | Jul 29, 2019 | Jul 24, 2019 |
| Jennifer Rose Huisking | Catamount Wealth Management other | Westport Resources Management Inc other | Other | Feb 9, 2016 | Jan 13, 2016 |
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3 moves match.