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 Militello Wealth Management, L.L.C.
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 |
|---|---|---|---|---|---|
| Rick Joseph Militello | Militello Wealth Management, L.L.C. other | Integrated Advisors Network LLC independent RIA | Other | Dec 31, 2019 | Aug 2, 2019 |
| Kyle Randall Jones | Militello Wealth Management, L.L.C. other | Focus Financial other | Other | Jan 30, 2014 | Aug 15, 2011 |
| Ronald Henry Franzen | Militello Wealth Management, L.L.C. other | Equitable Advisors, LLC national BD | Other | Oct 1, 2008 | Sep 30, 2008 |
Page 1 of 1
3 moves match.