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 Omega 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 |
|---|---|---|---|---|---|
| Andrea Brashears-Sampson | Wealthcare Financial Group, Inc. state registered | Omega Wealth Management LLC independent RIA | Other | Jun 7, 2020 | Jul 21, 2020 (44 d) |
| Sergio Gerardo Garcia | The Gardner Group other | Omega Wealth Management LLC other | Other | Jan 27, 2014 | Jun 18, 2014 (142 d) |
| Cornelia Ruth Mallari | Campbell Wealth Management, Inc. other | Omega Wealth Management LLC other | Other | Feb 27, 2013 | Apr 19, 2013 (51 d) |
| Ian Thomas Mcmillan | Taverik Capital, LLC other | Omega Wealth Management LLC other | Other | Aug 28, 2012 | Jun 17, 2013 (293 d) |
| Lisa Anne Kirkpatrick Kirchenbauer | Ameritas Advisory Services other | Omega Wealth Management LLC other | Other | Jan 16, 2004 | Oct 1, 2004 (259 d) |
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5 moves match.