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 Means Wealth Management
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 |
|---|---|---|---|---|---|
| Ryan Paul Willette | Means Wealth Management independent RIA | Coston, Mcisaac & Shea Financial Advisors independent RIA | RIA to RIA | May 20, 2020 | Mar 11, 2021 (295 d) |
| Zachary Paul Abbotoni | Means Wealth Management independent RIA | Econologics Financial Advisors independent RIA | RIA to RIA | May 22, 2019 | Jan 5, 2021 (594 d) |
| Alexander Michael Means | Means Wealth Management other | LPL Financial LLC other | Other | Jan 14, 2013 | Jan 30, 2013 |
| Michael Stephen Tuell | Means Wealth Management other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jun 20, 2005 | Jun 17, 2005 |
| Lynn Marie Thibeau | Means Wealth Management other | Bangor Securities, Inc. unclassified | Other | Oct 18, 2002 | Oct 25, 2002 |
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5 moves match.