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 Momentous Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Nikolas Isaak Miner | Ameriprise Financial Services, LLC national BD | Momentous Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Aug 16, 2022 |
| Linde Elise Carroll | Kms Financial Services, Inc BD affiliated | Momentous Wealth Management, Inc. no RAUM | Other | Oct 30, 2020 | Jul 11, 2017 |
| Taylor Alan Vilhauer | Kms Financial Services, Inc BD affiliated | Momentous Wealth Management, Inc. no RAUM | Other | Oct 30, 2020 | Jul 11, 2017 |
| Todd Walter Pisarczyk | Sustainable Wealth Management LLC other | Momentous Wealth Management, Inc. no RAUM | Other | Jun 17, 2014 | Jul 11, 2017 (1120 d) |
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4 moves match.