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 D'Arcangelo Financial Group, 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 |
|---|---|---|---|---|---|
| Janice Powers Williams | D'Arcangelo Financial Group, LLC other | Paradigm Consulting, Inc. other | Other | Dec 31, 2015 | Mar 30, 2017 (455 d) |
| Laurie Ann Schoen | D'Arcangelo Financial Group, LLC other | Osaic Wealth, Inc. BD affiliated | Other | Dec 31, 2015 | Apr 26, 2021 (1943 d) |
| Amy Louise Mielnicki | D'Arcangelo Financial Group, LLC other | Osaic Wealth, Inc. BD affiliated | Other | Dec 31, 2015 | Dec 6, 2019 (1436 d) |
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3 moves match.