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 Merion Wealth Partners, 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 Alan Hellberg | Commonwealth Financial Network national BD | Merion Wealth Partners, LLC other | Other | Jul 9, 2012 | Jul 12, 2012 |
| Daniel Gregory Nigito | The Strategic Financial Alliance other | Merion Wealth Partners, LLC other | Other | Jan 10, 2012 | Jan 10, 2012 |
| David Weikert | The Strategic Financial Alliance other | Merion Wealth Partners, LLC other | Other | Jan 10, 2012 | Jan 10, 2012 |
| Michael Dennis Malone | LPL Financial LLC other | Merion Wealth Partners, LLC other | Other | Dec 22, 2011 | Dec 23, 2011 |
| Dale A Pope | Investors Capital Advisory other | Merion Wealth Partners, LLC other | Other | Oct 26, 2010 | Apr 6, 2011 (162 d) |
| Stanley Gregor | Wells Fargo Advisors wirehouse | Merion Wealth Partners, LLC other | Other | Sep 30, 2010 | Jun 11, 2012 (620 d) |
| Eric Thorson Cheyne | Morgan Stanley wirehouse | Merion Wealth Partners, LLC other | Other | Apr 14, 2010 | Mar 19, 2010 |
| Brendan M Gilmore | Wells Fargo Advisors wirehouse | Merion Wealth Partners, LLC other | Other | Dec 31, 2009 | Aug 10, 2010 (222 d) |
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8 moves match.