DFX Intelligence
Advisor moves
Departures from Mondeum WealthWhat a move isA 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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Emilio Sosa Arratia | Mondeum Wealth no RAUM | Nuclo Wealth independent RIA | Other | Jul 27, 2021 | Aug 19, 2022 (388 d) |
| Ana Liseth Reyes Flores | Mondeum Wealth no RAUM | Nuclo Wealth no RAUM | Other | Jul 27, 2021 | Jan 12, 2022 (169 d) |
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