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 Vim 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 |
|---|---|---|---|---|---|
| Veronica Maria Parellada Eller | Vim Wealth Management, LLC state registered | My Investment Path state registered | Other | Sep 18, 2023 | Feb 27, 2024 (162 d) |
| Bryant Alexander Ruano | Vim Wealth Management, LLC state registered | Mariner Independent independent RIA | Other | Jul 17, 2023 | Jun 30, 2023 |
| Phillipe Elizee Paret | Vim Wealth Management, LLC state registered | Mariner Independent independent RIA | Other | Mar 31, 2023 | Feb 1, 2023 |
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3 moves match.