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 Milestone Advisory Partners, 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 |
|---|---|---|---|---|---|
| Winfred Norman Hasty | Milestone Advisory Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 30, 2023 | Nov 30, 2023 (31 d) |
| Teresa Zahran White | Milestone Advisory Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 30, 2023 | Nov 30, 2023 (31 d) |
| Mary Kay Zastrow | Milestone Advisory Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 30, 2023 | Nov 1, 2023 |
Page 1 of 1
3 moves match.