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 Novi Wealth Partners
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 |
|---|---|---|---|---|---|
| Madison Mount | Novi Wealth Partners independent RIA | Francis Financial independent RIA | RIA to RIA | Apr 22, 2022 | Jun 3, 2022 (42 d) |
| Dominick Richard Matteo | Novi Wealth Partners independent RIA | Wealthspire Advisors independent RIA | RIA to RIA | Jun 17, 2021 | Jun 14, 2021 |
| Andrew North Olivier | Novi Wealth Partners other | Hightower Advisors, LLC BD affiliated | Other | Mar 22, 2018 | Jan 21, 2026 (2862 d) |
| Tara Conti Bansal | Novi Wealth Partners other | Positive Impact Consulting LLC unclassified | Other | Aug 12, 2016 | Mar 23, 2017 (223 d) |
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4 moves match.