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 Purus 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 |
|---|---|---|---|---|---|
| Marianne Rechelle Durham | Capital Synergy Partners independent RIA | Purus Wealth Management, LLC other | Other | Aug 29, 2016 | Aug 31, 2016 |
| Laurel Beth Mann | Waddell & Reed other | Purus Wealth Management, LLC other | Other | Feb 25, 2016 | Feb 16, 2016 |
| Mark Christopher Larsen | Waddell & Reed other | Purus Wealth Management, LLC no RAUM | Other | Feb 5, 2015 | Jan 26, 2015 |
| John Don Morreale | Waddell & Reed other | Purus Wealth Management, LLC no RAUM | Other | Feb 5, 2015 | Jan 26, 2015 |
| Laura Elizabeth Sillen | Waddell & Reed other | Purus Wealth Management, LLC no RAUM | Other | Feb 5, 2015 | Jan 26, 2015 |
| Lauren Ashley Rivera | Waddell & Reed other | Purus Wealth Management, LLC no RAUM | Other | Feb 4, 2015 | Jan 27, 2015 |
| Bonnie Lee Larsen | Waddell & Reed other | Purus Wealth Management, LLC no RAUM | Other | Nov 4, 2014 | Jan 26, 2015 (83 d) |
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7 moves match.