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 Montage Investments, 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.

AdvisorFromToTypeLeftRegistered
Benjamin Garrett PriceFas Wealth Partners, Inc. otherMontage Investments, LLC otherOtherJun 3, 2016Jun 21, 2016
Jason Eugene McelweeMariner otherMontage Investments, LLC otherOtherMar 9, 2015Mar 11, 2015
Jacob Dillon FordMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMontage Investments, LLC otherOtherJan 6, 2015Jan 30, 2015
Brian Lee HeithoffFrontier Wealth Management, LLC otherMontage Investments, LLC otherOtherDec 10, 2014Nov 17, 2014
Amanda Erin CampbellCopper Financial otherMontage Investments, LLC otherOtherNov 10, 2014Dec 5, 2014
Joseph Lee MadsenVsr Advisory Services otherMontage Investments, LLC otherOtherOct 27, 2014Nov 4, 2014
Timothy Harmon IrwinHuntington Financial Advisors otherMontage Investments, LLC otherOtherJul 12, 2013Apr 15, 2015 (642 d)
Anne Jenelle DorianMariner otherMontage Investments, LLC otherOtherMay 31, 2013Jun 10, 2013
Eric S BowenTd Ameritrade, Inc. no RAUMMontage Investments, LLC otherOtherMar 19, 2013Mar 25, 2013
Brett Darren FrascatiWaddell & Reed otherMontage Investments, LLC otherOtherMar 12, 2013Mar 25, 2013
Katrina Delores RadenbergMariner otherMontage Investments, LLC otherOtherApr 11, 2012Apr 13, 2012
Jesse Ryan DavidsonCetera Advisors LLC otherMontage Investments, LLC otherOtherDec 10, 2010Jan 11, 2011 (32 d)
Christopher Dale LongGuilford Capital Management LLC unclassifiedMontage Investments, LLC otherOtherMar 31, 2010Sep 22, 2010 (175 d)
Sean Michael LynchGuggenheim Investments otherMontage Investments, LLC otherOtherNov 4, 2008Jun 11, 2012 (1315 d)
Ryan Tanner HollomanEdward Jones national BDMontage Investments, LLC otherOtherMay 30, 2008Aug 5, 2015 (2623 d)
Page 1 of 1
15 moves match.