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 Munn 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 |
|---|---|---|---|---|---|
| Daniel Richard Garvin | Impact Partnership Wealth, LLC independent RIA | Munn Wealth Management, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Jul 16, 2026 |
| Darren Thaddaeus Munn | Atlantis Wealth Advisors LLC independent RIA | Munn Wealth Management, LLC other | Other | Dec 31, 2023 | Sep 11, 2017 |
| Laura N. Walker | Camelot Portfolios, LLC independent RIA | Munn Wealth Management, LLC other | Other | Nov 27, 2020 | Sep 11, 2017 |
| Michael Nolan Wood | Atlantis Wealth Advisors LLC independent RIA | Munn Wealth Management, LLC independent RIA | RIA to RIA | Jul 1, 2019 | Jul 10, 2019 |
| David Eldon Munn | Camelot Portfolios, LLC other | Munn Wealth Management, LLC other | Other | Aug 2, 2017 | Aug 2, 2017 |
| Joshua Darrin Mudse | MML Investors Services, LLC other | Munn Wealth Management, LLC no RAUM | Other | Jul 1, 2015 | Jul 14, 2015 |
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6 moves match.