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 Imus Wilkinson Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gary Keith Imus | Imus Wilkinson Investment Management, LLC independent RIA | Financial Planning First, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jun 29, 2022 |
| Matthew Paul Sullivan | Imus Wilkinson Investment Management, LLC independent RIA | Financial Planning First, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jun 13, 2022 |
| Juan C Pantoja | Imus Wilkinson Investment Management, LLC independent RIA | Financial Planning First, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Jan 5, 2023 |
| Elbridge Gerry Wilkinson | Imus Wilkinson Investment Management, LLC independent RIA | Wilkinson Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Dec 20, 2021 |
| Richard E Mundinger | Imus Wilkinson Investment Management, LLC independent RIA | Rmh Investment Management, LLC state registered | RIA to a state-registered adviser | Jun 8, 2018 | Mar 29, 2019 (294 d) |
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5 moves match.