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 M&M 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 |
|---|---|---|---|---|---|
| Jacqueline Marie Onan | Edward Jones national BD | M&M Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 13, 2021 | Jul 14, 2021 |
| Eric Matthew Marvin | J P Turner & Company Capital Management, LLC other | M&M Wealth Management, LLC state registered | Other | Jun 20, 2014 | Jul 21, 2014 (31 d) |
| Guiseppi John Morabito | J P Turner & Company Capital Management, LLC other | M&M Wealth Management, LLC state registered | Other | Jun 20, 2014 | Jul 21, 2014 (31 d) |
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3 moves match.