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 Westmount Partners, 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 |
|---|---|---|---|---|---|
| Lily Haili Zhang | Westmount Partners, LLC independent RIA | Seven Mile Advisory LLC independent RIA | RIA to RIA | Nov 21, 2024 | Feb 6, 2025 (77 d) |
| Hector Manuel Monroy | Westmount Partners, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Feb 22, 2024 | Jun 6, 2024 (105 d) |
| Jeffrey Halbert | Westmount Partners, LLC independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2023 | Oct 25, 2023 |
| Philip Charles Hagopian | Westmount Partners, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Jul 18, 2023 | Jul 20, 2023 |
| Charles E Pyle | Westmount Partners, LLC independent RIA | Empirical Wealth Management independent RIA | RIA to RIA | Mar 7, 2023 | May 18, 2023 (72 d) |
| Annie Ju-Yin Chen | Westmount Partners, LLC independent RIA | Falcon Wealth Planning, Inc. independent RIA | RIA to RIA | Dec 10, 2019 | Mar 18, 2019 |
| Erica Kaur Ghotra | Westmount Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Aug 8, 2019 | Aug 28, 2019 |
| Roger Sanford Stinnett | Westmount Partners, LLC independent RIA | First Foundation Advisors independent RIA | RIA to RIA | Sep 24, 2018 | Sep 26, 2018 |
| Erin Durkin Voisin | Westmount Partners, LLC other | Ep Wealth Advisors other | Other | Jan 21, 2016 | Feb 4, 2016 |
| Alvin Siu-Lun Yam | Westmount Partners, LLC other | Stonemark Wealth Management other | Other | Sep 26, 2013 | Jan 10, 2014 (106 d) |
| Andrew B Chou | Westmount Partners, LLC other | Centaurus Financial, Inc. other | Other | Jul 8, 2013 | May 30, 2013 |
Page 1 of 1
11 moves match.