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 Millennial 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 |
|---|---|---|---|---|---|
| Kenneth Reid Senour | Millennial Wealth Management, LLC state registered | Aveo Capital Partners, LLC independent RIA | Other | Feb 22, 2022 | Mar 2, 2022 |
| Mackenzie Karner Bekeza | Millennial Wealth Management, LLC state registered | Accelerated Wealth Advisors LLC independent RIA | Other | Mar 11, 2021 | Apr 28, 2021 (48 d) |
Page 1 of 1
2 moves match.