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 Monarch Wealth Strategies
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 |
|---|---|---|---|---|---|
| Michael A Partlow | Monarch Wealth Strategies independent RIA | Navalign, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Jan 5, 2026 |
| Taranvir S. Pannu | Monarch Wealth Strategies independent RIA | Bulman Wealth Group independent RIA | RIA to RIA | Dec 20, 2024 | Jan 7, 2025 |
| Kimberly Sara Malesky | Monarch Wealth Strategies independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2020 | Dec 18, 2020 |
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3 moves match.