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 Westmount 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.

AdvisorFromToTypeLeftRegistered
Joshua R FredendallSteelpeak Wealth, LLC independent RIAWestmount Partners, LLC independent RIARIA to RIAJan 11, 2024Sep 18, 2024 (251 d)
Michael Stanley BurrMariner Independent independent RIAWestmount Partners, LLC independent RIARIA to RIAMay 30, 2023Aug 4, 2023 (66 d)
Lily Haili ZhangGurtin Municipal Bond Management independent RIAWestmount Partners, LLC independent RIARIA to RIAMar 28, 2022Nov 10, 2020
Philip Charles HagopianLido independent RIAWestmount Partners, LLC independent RIARIA to RIAOct 5, 2021Jan 20, 2022 (107 d)
Timothy David LonerganFidelity Personal And Workplace Advisors BD affiliatedWestmount Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2021Jul 23, 2021
Jeffrey HalbertTelos Capital Management, Inc. independent RIAWestmount Partners, LLC independent RIARIA to RIASep 11, 2020Sep 30, 2020
Victoria Ashleigh DysonCapital Bank And Trust Company otherWestmount Partners, LLC otherOtherDec 12, 2016Feb 10, 2017 (60 d)
Erica Kaur GhotraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWestmount Partners, LLC otherOtherMay 3, 2016May 23, 2016
Todd Andrew GoldmanTelemus Capital, LLC otherWestmount Partners, LLC otherOtherJan 4, 2016Feb 25, 2016 (52 d)
Scott Henrik FellmethCertuity, LLC otherWestmount Partners, LLC independent RIAOtherApr 11, 2014Jan 1, 2025 (3918 d)
Charles E PyleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWestmount Partners, LLC independent RIAWirehouse to independent RIAMar 4, 2014Sep 20, 2019 (2026 d)
Erin Durkin VoisinMsi Financial Services, Inc. otherWestmount Partners, LLC otherOtherJul 10, 2013Sep 27, 2013 (79 d)
Michael Joseph AmashWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 8, 2011
Alvin Siu-Lun YamWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Sean Christian CauvelWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
James Edgar BerlinerWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Andrew B ChouWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Michael Thomas CannoneWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Terrence Michael DemorestWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Dimitri Jimmy KrikelasWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Christopher Miles WernerWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Dennis WeeWestmount Asset Management Inc otherWestmount Partners, LLC otherOtherDec 5, 2011Nov 9, 2011
Roger Sanford StinnettErnst & Young Investment Advisers Llp no RAUMWestmount Partners, LLC otherOtherJan 9, 2006Jun 28, 2016 (3823 d)
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23 moves match.