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 Filomeno 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 |
|---|---|---|---|---|---|
| Richard Matthieu Marciano | UBS Financial Services Inc. wirehouse | Filomeno Wealth Management, LLC other | Other | Feb 13, 2017 | Oct 1, 2018 (595 d) |
| Michael Anthony Tedone | Osaic Fs, Inc. other | Filomeno Wealth Management, LLC other | Other | Dec 20, 2007 | Dec 4, 2008 (350 d) |
| James Gerard Russell | Osaic Fs, Inc. other | Filomeno Wealth Management, LLC other | Other | Apr 27, 2006 | Jun 12, 2013 (2603 d) |
| Thomas J Filomeno | Osaic Fs, Inc. other | Filomeno Wealth Management, LLC other | Other | Feb 11, 2005 | Jun 12, 2013 (3043 d) |
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4 moves match.