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 Millennial Advisers, 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.

AdvisorFromToTypeLeftRegistered
John Donald MoranMillennial Advisers, LLC. independent RIASiebert Advisornxt, LLC. independent RIARIA to RIAAug 26, 2025Mar 3, 2026 (189 d)
David Aaron AndalmanMillennial Advisers, LLC. independent RIADa Wealth Advisors no RAUMRIA to a newly registered adviserFeb 13, 2024Aug 29, 2024 (198 d)
Damon UstinMillennial Advisers, LLC. independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2020Jul 13, 2021 (278 d)
David Stewart SilbergMillennial Advisers, LLC. independent RIANfsg Corporation BD affiliatedRIA to affiliated broker-dealer or bankSep 2, 2020Aug 5, 2020
Thomas Edwards GrimmMillennial Advisers, LLC. independent RIABenchmark Advisory Services, LLC independent RIARIA to RIAAug 31, 2020Aug 25, 2020
Priscilla VultaggioMillennial Advisers, LLC. independent RIAStonex Advisors Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2020Nov 4, 2021 (514 d)
Michelle Denise ThomasMillennial Advisers, LLC. independent RIAVanderbilt Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2020Aug 5, 2020 (89 d)
Eric Allen SamsMillennial Advisers, LLC. independent RIAAxxcess Wealth Management, LLC independent RIARIA to RIAApr 30, 2020May 1, 2020
John William RahoMillennial Advisers, LLC. independent RIASpartan Capital Private Wealth Management LLC state registeredRIA to a state-registered adviserMar 15, 2019May 1, 2019 (47 d)
Ross GladstoneMillennial Advisers, LLC. independent RIASpartan Capital Private Wealth Management LLC state registeredRIA to a state-registered adviserMar 11, 2019May 1, 2019 (51 d)
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10 moves match.