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 Myles Wealth Management, 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 |
|---|---|---|---|---|---|
| Luis A Neely | J.P. Morgan Securities LLC wirehouse | Myles Wealth Management, LLC other | Other | Oct 14, 2016 | Oct 13, 2016 |
| Lori Mezzetti | Signator Investors, Inc. other | Myles Wealth Management, LLC other | Other | Feb 20, 2014 | Feb 6, 2017 (1082 d) |
| Luis A Neely | Chase Investment Services Corp. other | Myles Wealth Management, LLC other | Other | Jul 11, 2012 | May 27, 2014 (685 d) |
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3 moves match.