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 The Enrichment Group, Inc.
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 |
|---|---|---|---|---|---|
| May H Cheung | The Enrichment Group, Inc. other | Pinnacle Advisory Group, Inc. other | Other | Sep 9, 2015 | Nov 3, 2015 (55 d) |
| Stephen Olan Wright | The Enrichment Group, Inc. other | Pinnacle Advisory Group, Inc. other | Other | Sep 4, 2015 | Oct 27, 2015 (53 d) |
| Peter Wade Lowden | The Enrichment Group, Inc. other | Prime Meridian Capital Management, LLC other | Other | Sep 4, 2015 | Aug 15, 2017 (711 d) |
| Jerad O'Brien Waggy | The Enrichment Group, Inc. other | Firestone Capital Management Inc other | Other | May 1, 2014 | Jun 5, 2014 (35 d) |
| Mitchell Evan Marenus | The Enrichment Group, Inc. other | Transition Financial Advisors Group, LLC independent RIA | Other | May 20, 2011 | Dec 10, 2021 (3857 d) |
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5 moves match.