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 Promus Capital, 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
Brian Birney MussoPromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 31, 2025Nov 14, 2025
Mark John AloisioPromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 12, 2025Nov 14, 2025
Cooper Downs WhitePromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 12, 2025Nov 14, 2025
Jacob Michael BartonPromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 12, 2025Nov 14, 2025
Charles Thomas AdairPromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 12, 2025Nov 14, 2025
Katherine Beth ScottPromus Capital, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 12, 2025Nov 14, 2025
Jeremiah Scott BoyntonPromus Capital, LLC otherLaureate Wealth Management, LLC independent RIAOtherAug 15, 2014Sep 22, 2014 (38 d)
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7 moves match.