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 Consilium Wealth Management

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
Tracy JaoConsilium Wealth Management independent RIASimplex Wealth Management no RAUMOtherSep 4, 2025Jul 14, 2015
John Ho SeoConsilium Wealth Management independent RIASimplex Wealth Management no RAUMOtherSep 4, 2025Jul 14, 2015
Justin M PatellaroConsilium Wealth Management independent RIASimplex Wealth Management independent RIARIA to RIADec 2, 2024Mar 12, 2021
Michael Gregory JensenConsilium Wealth Management otherSimplex Wealth Management no RAUMOtherJan 25, 2017Jul 14, 2015
Ryan Sharp BirdConsilium Wealth Management otherPioneer Advisory state registeredOtherMar 12, 2013Jan 9, 2013
Parvin Nmn ManuchehriConsilium Wealth Management otherClarity Wealth Advisors otherOtherAug 4, 2011May 17, 2012 (287 d)
Page 1 of 1
6 moves match.