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 New Millennium Group

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.

AdvisorFromToTypeLeftRegistered
Tyler Alan MillerNew Millennium Group independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 22, 2026Jan 27, 2026
Carisa BertrandNew Millennium Group independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2024Feb 7, 2024
Jason Michael AbbamonteNew Millennium Group independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2022Jul 27, 2022
Collin Mckenzie StaufferNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 22, 2022May 9, 2022
Brandon Paul WyattNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 22, 2022May 19, 2022
Manuel Rene NegronNew Millennium Group independent RIATeton Wealth Group LLC independent RIARIA to RIAApr 12, 2022May 9, 2022
Armand Michel OverstreetNew Millennium Group independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 15, 2021Aug 18, 2021 (156 d)
Myles Benjaman OverstreetNew Millennium Group independent RIACapital Wealth, LLC independent RIARIA to RIAMar 15, 2021Aug 9, 2021 (147 d)
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8 moves match.