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 Black Mammoth 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 |
|---|---|---|---|---|---|
| Lyndsey Nicole Monahan | Black Mammoth LLC state registered | Women Inspire Wealth unclassified | Other | Jun 22, 2022 | Jul 28, 2022 (36 d) |
| Joshua Alan Kloewer | Black Mammoth LLC state registered | Perigon Wealth Management, LLC independent RIA | Other | Sep 8, 2021 | Aug 28, 2026 (1815 d) |
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2 moves match.