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 Much Wealth 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 |
|---|---|---|---|---|---|
| Tamara Leah Higgins | Much Wealth Management, Inc. state registered | Fortitude Advisory Group L.L.C. other | Other | Sep 14, 2011 | Jul 13, 2011 |
| Mark Steven Kennedy | Much Wealth Management, Inc. state registered | Kennedy Wealth Management, LLC state registered | Other | Mar 31, 2011 | Dec 11, 2023 (4638 d) |
| Richard Keith Hazelbaker | Much Wealth Management, Inc. state registered | Dynasty Capital Management, Inc unclassified | Other | Dec 13, 2010 | Oct 20, 2010 |
Page 1 of 1
3 moves match.