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 Crestmont Private Wealth 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 |
|---|---|---|---|---|---|
| Carlos Eduardo Mejia | UBS Financial Services Inc. wirehouse | Crestmont Private Wealth LLC independent RIA | Wirehouse to independent RIA | Oct 9, 2023 | Oct 16, 2023 |
| Christopher Lee Perego | Avondale Wealth Management LLC independent RIA | Crestmont Private Wealth LLC independent RIA | RIA to RIA | Sep 30, 2019 | May 31, 2019 |
| Samuel Sean Mcgee | Avondale Wealth Management LLC independent RIA | Crestmont Private Wealth LLC independent RIA | RIA to RIA | Sep 30, 2019 | May 31, 2019 |
| Hannah Vinyard Perry | Avondale Wealth Management LLC independent RIA | Crestmont Private Wealth LLC independent RIA | RIA to RIA | Sep 30, 2019 | May 31, 2019 |
| Alec Blaine Walker | Avondale Wealth Management LLC independent RIA | Crestmont Private Wealth LLC independent RIA | RIA to RIA | Sep 30, 2019 | May 31, 2019 |
Page 1 of 1
5 moves match.