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 Boston Mountain Money Management, 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 |
|---|---|---|---|---|---|
| Shawn Scott Alaniz | Boston Mountain Money Management, Inc. independent RIA | Greenwood Gearhart, LLC independent RIA | RIA to RIA | Sep 30, 2024 | Oct 10, 2024 |
| Mark L Chisenhall | Boston Mountain Money Management, Inc. independent RIA | Taurus Financial Planning state registered | RIA to a state-registered adviser | Dec 2, 2022 | Apr 6, 2023 (125 d) |
| Garrett Ryan Hizer | Boston Mountain Money Management, Inc. independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jan 4, 2021 | Mar 12, 2021 (67 d) |
| Joshua Charles Peters | Boston Mountain Money Management, Inc. independent RIA | Invst, LLC independent RIA | RIA to RIA | Dec 4, 2020 | Aug 30, 2021 (269 d) |
| Justin Michael Hobbs | Boston Mountain Money Management, Inc. independent RIA | Wealth Legacy Institute, Inc. independent RIA | RIA to RIA | Aug 28, 2018 | Aug 21, 2018 |
| Jared Michael Machen | Boston Mountain Money Management, Inc. independent RIA | Hill Investment Group other | Other | Nov 20, 2017 | Dec 22, 2017 (32 d) |
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6 moves match.