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 Threshold Group, 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 |
|---|---|---|---|---|---|
| Kyle Vann Mylius | Threshold Group, LLC other | Newground Social Investment independent RIA | Other | Dec 31, 2017 | Mar 2, 2022 (1522 d) |
| Kate Mcchesney Donnelly | Threshold Group, LLC other | Lnw independent RIA | Other | Dec 31, 2017 | Sep 23, 2021 (1362 d) |
| John Joseph Keolker | Threshold Group, LLC other | Fiduciary Counselling Inc independent RIA | Other | Dec 31, 2017 | Apr 17, 2018 (107 d) |
| Lauren Paige Martin | Threshold Group, LLC other | Wealthspire Advisors other | Other | Dec 31, 2017 | Nov 16, 2017 |
| Kristen Powers Bauer | Threshold Group, LLC other | Lnw independent RIA | Other | Dec 31, 2017 | Jun 8, 2020 (890 d) |
| Ryan M Campbell | Threshold Group, LLC other | Mill Creek Capital Advisors, LLC other | Other | Dec 31, 2017 | Jan 25, 2018 |
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6 moves match.