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

Departures from Allegheny Financial 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
Jenifer KochAllegheny Financial Group independent RIAFacet independent RIARIA to RIAFeb 20, 2026Mar 3, 2026
Jacob Dennis DachilleAllegheny Financial Group independent RIANetworth Advisors, LLC independent RIARIA to RIAOct 3, 2025Aug 14, 2025
Lauren M WinbergAllegheny Financial Group BD affiliatedFarther independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Apr 16, 2025 (63 d)
Nicholaus Ryne DomachowskiAllegheny Financial Group BD affiliatedStrategic Financial Concepts, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2024Feb 7, 2025 (49 d)
Mark Angelo ManettiAllegheny Financial Group BD affiliatedAllegheny Investments otherOtherDec 16, 2024Apr 3, 2008
Philip RomanoAllegheny Financial Group otherSignator Investors, Inc. otherOtherOct 12, 2017Feb 10, 2017
William Brett MerrellAllegheny Financial Group otherRaymond James Financial Services Advisors, Inc otherOtherSep 26, 2017Dec 21, 2015
Rhylie Ann Rearick OchsAllegheny Financial Group otherAllegheny Investments otherOtherMar 21, 2007Mar 21, 2007
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8 moves match.