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 The Connemara Group, 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 |
|---|---|---|---|---|---|
| Joshua G Barbin | Alternative Financial Planning unclassified | The Connemara Group, LLC independent RIA | Other | Oct 3, 2023 | Jan 4, 2023 |
| David Christopher Quinn | Wealthcare Advisory Partners LLC independent RIA | The Connemara Group, LLC independent RIA | RIA to RIA | Jul 25, 2022 | Oct 29, 2021 |
| Zachary Daniel Taylor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | The Connemara Group, LLC independent RIA | Wirehouse to independent RIA | Jul 14, 2015 | Mar 29, 2023 (2815 d) |
Page 1 of 1
3 moves match.