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 Camelot Portfolios, 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.

AdvisorFromToTypeLeftRegistered
Matthew Edward MosesCamelot Portfolios, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 30, 2022Jan 2, 2024 (459 d)
Laura N. WalkerCamelot Portfolios, LLC independent RIAMunn Wealth Management, LLC otherOtherNov 27, 2020Sep 11, 2017
Ryan Deane ZeebCamelot Portfolios, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIAAug 27, 2018Aug 28, 2018
David Eldon MunnCamelot Portfolios, LLC otherMunn Wealth Management, LLC otherOtherAug 2, 2017Aug 2, 2017
Michael Duane GorslineCamelot Portfolios, LLC otherEvergreen Wealth Management, LLC independent RIAOtherMar 11, 2015Jan 28, 2015
Jason David BornCamelot Portfolios, LLC otherStirling Bridge Wealth Partners, LLC state registeredOtherJan 19, 2015Jan 6, 2015
Stephen Lawrence HanleyCamelot Portfolios, LLC otherEvergreen Wealth Management, LLC independent RIAOtherJan 14, 2015Aug 3, 2015 (201 d)
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7 moves match.