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 Galapagos Wealth 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 |
|---|---|---|---|---|---|
| Stephen Paul Lack | Galapagos Wealth Management, LLC asset manager | Durable Dividend Growth Strategies, L.P. state registered | Other | Feb 29, 2024 | Apr 13, 2022 |
| Wesley Joseph Kubesch | Galapagos Wealth Management, LLC asset manager | Durable Dividend Growth Strategies, L.P. state registered | Other | Feb 29, 2024 | Apr 14, 2022 |
| Brian Michael Anderson | Galapagos Wealth Management, LLC independent RIA | Point Nemo Capital, LLC independent RIA | RIA to RIA | Aug 2, 2021 | Dec 7, 2023 (857 d) |
| Wael Salam | Galapagos Wealth Management, LLC independent RIA | Point Nemo Capital, LLC independent RIA | RIA to RIA | Aug 2, 2021 | May 1, 2024 (1003 d) |
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4 moves match.