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 Milestone Asset Management 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 |
|---|---|---|---|---|---|
| Danielle Elandra Barbato | New England Private Wealth Advisors, LLC independent RIA | Milestone Asset Management Group, LLC independent RIA | RIA to RIA | Aug 5, 2024 | Sep 4, 2024 |
| Adam Benjamin Kalender | Osaic Wealth, Inc. BD affiliated | Milestone Asset Management Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2021 | Jun 1, 2023 (665 d) |
| Richard C Lopresti | Edward Jones national BD | Milestone Asset Management Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2018 | Aug 16, 2018 |
| Michael V Mezheritskiy | Visionary Private Wealth Management Group unclassified | Milestone Asset Management Group, LLC independent RIA | Other | Mar 1, 2016 | Feb 22, 2016 |
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4 moves match.