DFX Intelligence
Advisor moves
Arrivals at Argentarii, 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 |
|---|---|---|---|---|---|
| Brandon S Hutchison | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Argentarii, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 23, 2024 | Jul 22, 2024 |
| Ryan Eugene Murray | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Argentarii, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 23, 2024 | Jul 22, 2024 |
| Taylor Leigh Palmer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Argentarii, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 23, 2024 | Aug 27, 2024 (35 d) |
| Maxwell M Rossi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Argentarii, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 23, 2024 | Jul 26, 2024 |
| Mark Alan Casella | Coppertree Advisors, LLC unclassified | Argentarii, LLC independent RIA | Other | Feb 7, 2008 | Aug 5, 2025 (6389 d) |
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5 moves match.