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 Montage Investments, 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
Benjamin Garrett PriceMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 18, 2016Nov 18, 2016
Anthony J SchuetzMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 18, 2016Nov 18, 2016
Jason Eugene McelweeMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Alexis Paolantonio PickardMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Ryan Tanner HollomanMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Craig Richardson FisherMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Jacob Dillon FordMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Matthew Philip FitzgeraldMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Nathan Scott BiggerstaffMontage Investments, LLC otherTortoiseecofin Investments Partners, LLC no RAUMOtherNov 17, 2016Nov 17, 2016
Katrina Delores RadenbergMontage Investments, LLC otherMariner otherOtherOct 4, 2016Mar 12, 2018 (524 d)
Timothy Harmon IrwinMontage Investments, LLC otherMeeder Asset Management, Inc. otherOtherMay 10, 2016Jan 5, 2018 (605 d)
Amanda Erin CampbellMontage Investments, LLC otherWaddell & Reed otherOtherMar 21, 2016Mar 21, 2016
Brittany ChristiansMontage Investments, LLC otherCetera Advisor Networks LLC otherOtherFeb 8, 2016Sep 21, 2016 (226 d)
Brian Lee HeithoffMontage Investments, LLC otherMariner otherOtherDec 31, 2015Dec 17, 2015
Joseph Lee MadsenMontage Investments, LLC otherMariner otherOtherDec 31, 2015Dec 17, 2015
Whitney Leigh ReaganMontage Investments, LLC otherMariner otherOtherOct 6, 2015Oct 6, 2015
Brett Darren FrascatiMontage Investments, LLC otherPvg Asset Management Corp otherOtherSep 5, 2014Aug 23, 2016 (718 d)
Christopher John SullivanMontage Investments, LLC otherWaddell & Reed otherOtherFeb 20, 2014May 16, 2014 (85 d)
Eric S BowenMontage Investments, LLC otherWaddell & Reed otherOtherFeb 12, 2014Feb 19, 2014
Sean Michael LynchMontage Investments, LLC otherT. Rowe Price Associates, Inc. asset managerOtherOct 31, 2013Jan 9, 2018 (1531 d)
Jesse Ryan DavidsonMontage Investments, LLC otherRussell Investments otherOtherMay 21, 2012Jun 13, 2012
Christopher Dale LongMontage Investments, LLC otherPalmer Square Capital Management LLC otherOtherOct 28, 2011Oct 31, 2011
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22 moves match.