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 New Millennium Group

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.

AdvisorFromToTypeLeftRegistered
Thatcher Scott SchwendimanWellth Advisory Services, LLC institutionalNew Millennium Group independent RIAOtherDec 9, 2025Jan 28, 2026 (50 d)
Armand Michel OverstreetCommonwealth Financial Network national BDNew Millennium Group independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2024Jan 30, 2024
Carisa BertrandWells Fargo Advisors wirehouseNew Millennium Group independent RIAWirehouse to independent RIAAug 4, 2022Aug 2, 2022
Jason Michael AbbamonteDowling & Yahnke, LLC independent RIANew Millennium Group independent RIARIA to RIAMay 9, 2022Jul 6, 2022 (58 d)
Myles Benjaman OverstreetCapital Wealth, LLC independent RIANew Millennium Group independent RIARIA to RIAApr 28, 2022May 9, 2022
Derek Quinn OverstreetAe Wealth Management, LLC independent RIANew Millennium Group independent RIARIA to RIAOct 14, 2020Apr 2, 2019
Manuel Rene NegronAe Wealth Management, LLC independent RIANew Millennium Group independent RIARIA to RIAJul 2, 2019Apr 13, 2020 (286 d)
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7 moves match.