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 Mont Blanc Asset, 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 |
|---|---|---|---|---|---|
| Kenneth Park | Mont Blanc Asset, Inc. state registered | Think Wealth, LLC state registered | Other | May 28, 2024 | May 28, 2024 |
| Eric Hyung Kim | Mont Blanc Asset, Inc. state registered | Investax Wealth Management, LLC. unclassified | Other | Aug 9, 2022 | Mar 30, 2016 |
| Jaemo Koo | Mont Blanc Asset, Inc. state registered | Jacumen Asset Management Corp. state registered | Other | Sep 22, 2020 | Jan 8, 2021 (108 d) |
| Eric Hyung Kim | Mont Blanc Asset, Inc. state registered | Wedbush Securities Inc. other | Other | Oct 1, 2014 | Sep 15, 2011 |
| Andi Kim | Mont Blanc Asset, Inc. state registered | Ckp Wealth Management, LLC unclassified | Other | Jan 29, 2014 | Nov 22, 2013 |
Page 1 of 1
5 moves match.