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 Monument Group Wealth Advisors, 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 |
|---|---|---|---|---|---|
| John P Corron | Cwm, LLC BD affiliated | Monument Group Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2023 | Apr 14, 2023 (46 d) |
| Andrew Morgan Richardson | Dimensional Fund Advisors LP asset manager | Monument Group Wealth Advisors, LLC independent RIA | Other | Dec 17, 2019 | Feb 12, 2020 (57 d) |
| Lee Christopher Mcgowan | Tfc Financial Management Inc other | Monument Group Wealth Advisors, LLC other | Other | Oct 13, 2010 | Oct 13, 2010 |
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3 moves match.