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 Marquette 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 |
|---|---|---|---|---|---|
| Abbey Marlana Spoo | Marquette Wealth Management independent RIA | 808 Investments state registered | RIA to a state-registered adviser | Oct 22, 2024 | Jan 31, 2025 (101 d) |
| Dale Miles Skogstad | Marquette Wealth Management independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 27, 2021 | Jul 12, 2021 |
| Derek F Hagen | Marquette Wealth Management other | Fireside Financial unclassified | Other | May 22, 2017 | May 2, 2017 |
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3 moves match.