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 Constellation Wealth Advisors 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
Paul Eric Tramontano	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Nov 4, 2015	Sep 30, 2015
Jon Michael Goldstein	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Nov 4, 2015	Oct 1, 2015
Justin H Steingraber	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Oct 2, 2015	Oct 1, 2015
Michael Ames Texido	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Oct 1, 2015	Sep 30, 2015
Angela Sarah Raitzin	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Oct 1, 2015	Sep 30, 2015
Mark Thomas Mulvoy	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Oct 1, 2015	Sep 30, 2015
Steven Christopher Bono	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Sep 30, 2015	Sep 30, 2015
David Ralph Arizini	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Sep 30, 2015	Sep 30, 2015
Dean Jackson	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Sep 30, 2015	Sep 30, 2015
Sam Katzman	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Sep 30, 2015	Sep 30, 2015
Darci M Hawkins	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC other	Other	Sep 30, 2015	Oct 1, 2015
David Andrew Mcinnis	Constellation Wealth Advisors LLC other	Svb Wealth other	Other	May 1, 2013	Feb 12, 2015 (652 d)
Christina Kay York	Constellation Wealth Advisors LLC other	Neuberger Berman Bd LLC other	Other	Sep 14, 2012	Sep 24, 2012
Timothy Robert Ross	Constellation Wealth Advisors LLC other	J.P. Morgan Private Wealth Advisors LLC mixed wealth	Other	Dec 31, 2010	May 21, 2018 (2698 d)

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14 moves match.