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 The Connemara Group, 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 |
|---|---|---|---|---|---|
| David Christopher Quinn | The Connemara Group, LLC independent RIA | Pine Harbor Wealth Management LLC independent RIA | RIA to RIA | Dec 14, 2023 | Sep 20, 2022 |
| Zachary Daniel Taylor | The Connemara Group, LLC independent RIA | Lifetime Wealth Management P.C. independent RIA | RIA to RIA | Dec 1, 2023 | Mar 28, 2024 (118 d) |
| Joshua G Barbin | The Connemara Group, LLC independent RIA | Alternative Financial Planning unclassified | Other | Dec 1, 2023 | Apr 27, 2024 (148 d) |
| Yuanyuan Che | The Connemara Group, LLC independent RIA | Austin Asset independent RIA | RIA to RIA | Jun 9, 2022 | Mar 30, 2023 (294 d) |
| Javier Diaz | The Connemara Group, LLC independent RIA | Accessible Financial Planning unclassified | Other | Jan 24, 2019 | Jul 2, 2020 (525 d) |
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5 moves match.