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 Oakmont Capital Management, 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 |
|---|---|---|---|---|---|
| Gerard Joseph Longo | Oakmont Capital Management, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Mar 18, 2021 | Mar 12, 2021 |
| Glenn Carrick Mckenzie | Oakmont Capital Management, LLC other | Mighty Oak Strong America Investment Company independent RIA | Other | Jan 23, 2018 | May 25, 2023 (1948 d) |
| Alissa Marie Garcia | Oakmont Capital Management, LLC other | Schneider Downs Wealth Management Advisors, LP other | Other | Jan 23, 2018 | Feb 1, 2018 |
| Kenneth Lynn Urish | Oakmont Capital Management, LLC other | Steel Tower Investments independent RIA | Other | Mar 27, 2013 | Aug 26, 2013 (152 d) |
Page 1 of 1
4 moves match.