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 Militello Wealth Management, L.L.C.
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 Randall Jones | Nfp Advisor Services, LLC other | Militello Wealth Management, L.L.C. other | Other | Dec 7, 2010 | Feb 18, 2011 (73 d) |
| Ronald Henry Franzen | Martin Wier, Inc unclassified | Militello Wealth Management, L.L.C. other | Other | Jun 13, 2005 | Jun 29, 2005 |
| Rick Joseph Militello | Martin Wier, Inc unclassified | Militello Wealth Management, L.L.C. other | Other | Jun 13, 2005 | Jun 13, 2005 |
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3 moves match.