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 Millennium Advisory Services, Inc.

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.

AdvisorFromToTypeLeftRegistered
David Ming JeremiahSovereign state registeredMillennium Advisory Services, Inc. independent RIAOtherSep 6, 2024Sep 13, 2024
Brian Lynch CollinsHub International Investment Services Inc. unclassifiedMillennium Advisory Services, Inc. independent RIAOtherNov 6, 2023Jun 27, 2022
Wendelin Anthony PadekAmeriprise Financial Services, LLC national BDMillennium Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2019Sep 6, 2019
Steven Andrew CooperCherry Bekaert Wealth Management LLC independent RIAMillennium Advisory Services, Inc. independent RIARIA to RIAOct 18, 2018Nov 1, 2018
Patrick William DupontMckay Wealth Management Group LLC state registeredMillennium Advisory Services, Inc. independent RIAOtherJun 11, 2018Mar 5, 2019 (267 d)
Michael George CamizziWealthcare Capital Management LLC independent RIAMillennium Advisory Services, Inc. independent RIARIA to RIAMar 27, 2018Apr 11, 2018
Ashleigh N. LemasterGodsey & Gibb Wealth Management otherMillennium Advisory Services, Inc. independent RIAOtherMar 22, 2018Mar 5, 2019 (348 d)
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7 moves match.