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 Domus Capital Group, 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 |
|---|---|---|---|---|---|
| Christopher John Bleuher | Domus Capital Group, LLC independent RIA | Congress Wealth Management LLC independent RIA | RIA to RIA | Apr 7, 2020 | Mar 4, 2020 |
| Carol Anne Bates | Domus Capital Group, LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Sep 20, 2019 | Oct 2, 2024 (1839 d) |
Page 1 of 1
2 moves match.