DFX Intelligence
Advisor moves
Arrivals at Doheny Asset Management, L.L.C.What 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 |
|---|---|---|---|---|---|
| Sean Patrick Oneill | Cordhaven Capital Management unclassified | Doheny Asset Management, L.L.C. independent RIA | Other | May 4, 2024 | Jan 1, 2025 (242 d) |
| James Gregory Morton | Maeya Capital, LLC unclassified | Doheny Asset Management, L.L.C. independent RIA | Other | Dec 18, 2023 | Jan 1, 2025 (380 d) |
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