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 Threshold Group, 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 |
|---|---|---|---|---|---|
| Kyle Vann Mylius | The Caprock Group, LLC other | Threshold Group, LLC other | Other | Mar 16, 2017 | Apr 19, 2017 (34 d) |
| Ryan M Campbell | Convergent Wealth Advisors, LLC other | Threshold Group, LLC other | Other | May 22, 2014 | Sep 16, 2014 (117 d) |
| Kate Mcchesney Donnelly | Lnw other | Threshold Group, LLC other | Other | Aug 16, 2013 | Sep 23, 2014 (403 d) |
| Lauren Paige Martin | Convergent Wealth Advisors, LLC other | Threshold Group, LLC other | Other | Apr 5, 2010 | May 24, 2010 (49 d) |
| John Joseph Keolker | Lnw other | Threshold Group, LLC other | Other | Feb 5, 2008 | Feb 12, 2008 |
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5 moves match.