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 Milestone Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Lisa M Lamarche | Milestone Wealth Advisors, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 15, 2020 | Jun 15, 2020 |
| Michael Joseph Sicuranza | Milestone Wealth Advisors, Inc. independent RIA | Affinity Wealth Management LLC independent RIA | RIA to RIA | Jan 30, 2018 | Dec 1, 2017 |
| Donald Stewart Ratledge | Milestone Wealth Advisors, Inc. other | Blue Diamond Financial Group, LLC state registered | Other | Nov 18, 2016 | May 18, 2015 |
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3 moves match.