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 Monograph Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Andrew Bloom Moel | Monograph Wealth Advisors, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Sep 30, 2022 | Mar 28, 2023 (179 d) |
| Peter Belden | Monograph Wealth Advisors, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Jan 20, 2022 | Jan 10, 2022 |
| Brendan Douglas O'Rourke | Monograph Wealth Advisors, LLC independent RIA | Greenway Financial Advisors LLC state registered | RIA to a state-registered adviser | Jan 8, 2021 | Jan 26, 2021 |
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3 moves match.