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 Kmc Wealth 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 |
|---|---|---|---|---|---|
| Craig Alan Nieschwietz | Kmc Wealth Management, LLC state registered | Dynamic independent RIA | Other | Sep 22, 2020 | Sep 1, 2020 |
| Sean Patrick Hesch | Kmc Wealth Management, LLC state registered | Mid Atlantic Financial Management, Inc. BD affiliated | Other | Jan 15, 2019 | Jan 16, 2019 |
| Peter Joseph Coulchinsky | Kmc Wealth Management, LLC state registered | The Summit Group state registered | Other | Oct 24, 2014 | Oct 6, 2014 |
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3 moves match.