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 Minot 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 |
|---|---|---|---|---|---|
| John Joseph Muse | Minot Wealth Management LLC independent RIA | Charlesbridge Advisors no RAUM | RIA to a newly registered adviser | Sep 27, 2022 | Jun 9, 2026 (1351 d) |
| Brian Patrick Mulvey | Minot Wealth Management LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Sep 27, 2022 | Jul 3, 2024 (645 d) |
| Patrick Eugene Donovan | Minot Wealth Management LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Sep 27, 2022 | Jan 9, 2024 (469 d) |
| Kaitlyn Mcinnis Carlson | Minot Wealth Management LLC independent RIA | Civitas Financial unclassified | Other | Jul 31, 2019 | Sep 6, 2019 (37 d) |
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4 moves match.