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 Morton 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 |
|---|---|---|---|---|---|
| Walter Edward Abele | MML Investors Services, LLC other | Morton Wealth Management LLC other | Other | Apr 24, 2017 | Feb 16, 2018 (298 d) |
| Nathaniel Phillip Carswell | Thrivent Investment Management Inc. other | Morton Wealth Management LLC other | Other | Oct 10, 2013 | Nov 25, 2013 (46 d) |
| Matthew Henry Johnson | Thrivent Investment Management Inc. other | Morton Wealth Management LLC other | Other | Nov 19, 2010 | Mar 1, 2011 (102 d) |
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3 moves match.