DFX Intelligence
Advisor moves
Departures from Port One Investments 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 |
|---|---|---|---|---|---|
| Jay Clark Warner | Port One Investments LLC independent RIA | Epogee Capital Management, LLC no RAUM | RIA to a newly registered adviser | Aug 7, 2024 | Jun 25, 2024 |
| Mark Michael Cunningham | Port One Investments LLC independent RIA | Epogee Capital Management, LLC independent RIA | RIA to RIA | Aug 7, 2024 | Sep 17, 2025 (406 d) |
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2 moves match.