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 Momentum Advisors
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 |
|---|---|---|---|---|---|
| Andrea P Gray | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Momentum Advisors independent RIA | Wirehouse to independent RIA | Apr 5, 2021 | Jun 25, 2021 (81 d) |
| Bryan Thomas | Morgan Stanley wirehouse | Momentum Advisors mixed wealth | Wirehouse to independent RIA | Sep 27, 2019 | Nov 20, 2020 (420 d) |
| Keith Leon Beverly | Osaic Fa, Inc. other | Momentum Advisors other | Other | Mar 3, 2016 | Mar 2, 2016 |
| William Henry Platt | American Portfolios Advisors, Inc other | Momentum Advisors other | Other | Oct 24, 2014 | Mar 23, 2015 (150 d) |
| Kyle James Pitts | Pnc Wealth Management other | Momentum Advisors other | Other | Mar 17, 2014 | Feb 16, 2016 (701 d) |
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5 moves match.