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.
Feed of 09/14/2026
Also filed as Doug Langford
At current firm
2 y
since Oct 6, 2023
In the industry
25 y
since Jun 1, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Simplicity Wealth mixed wealth currentsince Oct 6, 2023 · Logan, Ut
- Portside Wealth Group, LLC independent RIAApr 24, 2023 to Oct 5, 2023 · Provo, Ut
- Townsquare Capital, LLC asset managerFeb 4, 2020 to Jun 13, 2023 · Lehi, Ut
- Ars Investment Advisors, Inc. formerJun 1, 2018 to Mar 3, 2020 · North Ogden, Ut
- Allegis Investment Advisors, LLC formerJan 10, 2014 to Jun 28, 2018 · Willard, Ut
Moves
a registration end followed by a registration begin elsewhere
- Portside Wealth Group, LLC to Simplicity Wealthleft Oct 5, 2023, registered Oct 6, 2023 (1 days) · RIA to RIA
- Townsquare Capital, LLC to Portside Wealth Group, LLCleft Jun 13, 2023, registered Apr 24, 2023 (-50 days) · corporate re-registration, not a move
- Ars Investment Advisors, Inc. to Townsquare Capital, LLCleft Mar 3, 2020, registered Feb 4, 2020 (-28 days) · RIA to RIA
- Allegis Investment Advisors, LLC to Ars Investment Advisors, Inc.left Jun 28, 2018, registered Jun 1, 2018 (-27 days) · RIA to a newly registered adviser · moved with a team
Signals
- Douglas Mac Langford left Portside Wealth Group, Llc for Simplicity Wealth (registered 2023-10-06)Oct 5, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address