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 Meg Green & Associates, Inc.
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 |
|---|---|---|---|---|---|
| Todd Michael Battaglia | Meg Green & Associates, Inc. other | Osaic Wealth, Inc. other | Other | Oct 3, 2016 | Apr 27, 2001 |
| James Sean O'Halloran | Meg Green & Associates, Inc. other | Mg&A Wealth other | Other | Oct 3, 2016 | Aug 18, 2016 |
| Michael Kessel | Meg Green & Associates, Inc. other | Mg&A Wealth other | Other | Oct 3, 2016 | Aug 22, 2016 |
| Hugo Manuel Calenzani | Meg Green & Associates, Inc. other | Mg&A Wealth other | Other | Oct 3, 2016 | Aug 22, 2016 |
| Daniela Cristina Ricaldone | Meg Green & Associates, Inc. other | Mg&A Wealth other | Other | Sep 9, 2016 | Aug 22, 2016 |
| Diana Lynn Plucienkowski | Meg Green & Associates, Inc. other | Osaic Wealth, Inc. other | Other | Aug 27, 2009 | Apr 27, 2001 |
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6 moves match.