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

Arrivals at Bmo Family Office, 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
Vincent Ronald Gimarelli	Ctc Consulting, LLC other	Bmo Family Office, LLC other	Other	Jul 23, 2012	Oct 3, 2012 (72 d)
Patrick Maurizio Parisi	Ctc Consulting, LLC other	Bmo Family Office, LLC other	Other	Jul 23, 2012	Nov 20, 2012 (120 d)
Suzanne Kaiser Highet	Ctc Consulting, LLC other	Bmo Family Office, LLC other	Other	Jul 23, 2012	Oct 3, 2012 (72 d)
Justin Thomas Vandegriff	J.P. Morgan Securities LLC wirehouse	Bmo Family Office, LLC other	Other	Feb 10, 2010	Jun 8, 2011 (483 d)
Cherish Annhee Sutull	Lnw other	Bmo Family Office, LLC other	Other	Dec 4, 2009	Mar 12, 2010 (98 d)
Argiris Christ Kantzavelos	Deloitte Investment Advisors LLC unclassified	Bmo Family Office, LLC other	Other	Nov 9, 2009	Feb 20, 2013 (1199 d)
Lauren Melin Moone	Brownson, Rehmus & Foxworth, Inc. no RAUM	Bmo Family Office, LLC other	Other	Oct 6, 2009	Dec 22, 2009 (77 d)
Matthew Jacob Fleissig	Goldman Sachs Wealth Services, L.P. other	Bmo Family Office, LLC other	Other	Jun 6, 2007	Jul 18, 2007 (42 d)
Troy Collins Wingfield	Wells Fargo Investments, LLC unclassified	Bmo Family Office, LLC other	Other	May 4, 2005	Jan 19, 2007 (625 d)
Susan Marie Tillery	Ronald Blue & Co., LLC other	Bmo Family Office, LLC other	Other	Nov 6, 2003	Mar 23, 2004 (138 d)

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10 moves match.