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 Consilium Wealth Management
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 |
|---|---|---|---|---|---|
| Tracy Jao | Creative Planning other | Consilium Wealth Management other | Other | Jun 20, 2014 | Dec 12, 2014 (175 d) |
| Michael Gregory Jensen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Consilium Wealth Management other | Other | Jun 17, 2014 | Dec 12, 2014 (178 d) |
| Ryan Sharp Bird | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jul 25, 2011 | Aug 5, 2011 |
| Parvin Nmn Manuchehri | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jan 4, 2011 | Oct 19, 2010 |
| John Ho Seo | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jan 4, 2011 | Oct 20, 2010 |
| Justin M Patellaro | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Consilium Wealth Management independent RIA | Wirehouse to independent RIA | May 29, 2009 | Mar 12, 2021 (4305 d) |
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6 moves match.