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 Millennial 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 |
|---|---|---|---|---|---|
| Lori Lee Slaughter | Edward Jones national BD | Millennial Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 4, 2025 | Feb 1, 2026 (303 d) |
| Kenneth Reid Senour | Innovest Portfolio Solutions LLC no RAUM | Millennial Wealth Management, LLC state registered | Other | Jun 8, 2021 | Jun 9, 2021 |
| Mackenzie Karner Bekeza | Cascade Financial Management, Inc. independent RIA | Millennial Wealth Management, LLC state registered | RIA to a state-registered adviser | May 23, 2019 | Jan 28, 2020 (250 d) |
| Grayson Joel Hofferber | Waddell & Reed other | Millennial Wealth Management, LLC state registered | Other | Jul 22, 2016 | Nov 11, 2022 (2303 d) |
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4 moves match.