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 Montis Financial, 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 |
|---|---|---|---|---|---|
| Michael Joseph Cappadona | Montis Financial, LLC independent RIA | Seven Mile Advisory LLC independent RIA | RIA to RIA | Dec 18, 2025 | Apr 16, 2026 (119 d) |
| Mariah Marie Maines | Montis Financial, LLC independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Jan 7, 2026 (196 d) |
| Jessica Aiken Scola | Montis Financial, LLC independent RIA | Sound View Financial Advisors state registered | RIA to a state-registered adviser | Aug 29, 2024 | Sep 23, 2024 |
| Mary Kathryn Konetzny | Montis Financial, LLC independent RIA | Truefocus Financial Partners state registered | RIA to a state-registered adviser | May 8, 2023 | Sep 25, 2023 (140 d) |
| Jonathan M Ullman | Montis Financial, LLC independent RIA | Truefocus Financial Partners state registered | RIA to a state-registered adviser | May 8, 2023 | Sep 25, 2023 (140 d) |
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5 moves match.