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 Avondale Wealth Management 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
Robert Scott PolitzAvondale Wealth Management LLC independent RIACresset Asset Management, LLC independent RIARIA to RIASep 15, 2023Sep 19, 2023
Christopher Lee PeregoAvondale Wealth Management LLC independent RIACrestmont Private Wealth LLC independent RIARIA to RIASep 30, 2019May 31, 2019
Samuel Sean McgeeAvondale Wealth Management LLC independent RIACrestmont Private Wealth LLC independent RIARIA to RIASep 30, 2019May 31, 2019
Hannah Vinyard PerryAvondale Wealth Management LLC independent RIACrestmont Private Wealth LLC independent RIARIA to RIASep 30, 2019May 31, 2019
Alec Blaine WalkerAvondale Wealth Management LLC independent RIACrestmont Private Wealth LLC independent RIARIA to RIASep 30, 2019May 31, 2019
Luis Cristobal LemusAvondale Wealth Management LLC otherAvondale Investment Management LLC unclassifiedOtherJan 5, 2013Jan 4, 2013
Andrew Patrick MutschellerAvondale Wealth Management LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 25, 2012Apr 8, 2016 (1444 d)
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7 moves match.