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 Purus 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 |
|---|---|---|---|---|---|
| Laurel Beth Mann | Purus Wealth Management, LLC independent RIA | Adviceperiod, LLC independent RIA | RIA to RIA | Jul 20, 2020 | Jun 23, 2020 |
| Kim Thien Tran Nguyen | Purus Wealth Management, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 31, 2018 | Sep 10, 2018 |
| Marianne Rechelle Durham | Purus Wealth Management, LLC other | Silversage Advisors other | Other | Jun 14, 2017 | Mar 1, 2018 (260 d) |
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3 moves match.