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 Trustmont Advisory 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 |
|---|---|---|---|---|---|
| Craig Scott Ellis | Trustmont Advisory Group, Inc. other | Centauri Advisory Group, Inc. state registered | Other | Dec 20, 2011 | Jan 4, 2012 |
| James Arthur Mashey | Trustmont Advisory Group, Inc. other | LPL Financial LLC other | Other | Oct 5, 2011 | Oct 25, 2011 |
| Garrett Douglas Dastrup | Trustmont Advisory Group, Inc. other | Principal Securities, Inc. other | Other | Aug 2, 2011 | Aug 26, 2011 |
| Victor Lee Hess | Trustmont Advisory Group, Inc. other | Buttonwood Advisors, LLC state registered | Other | Oct 7, 2010 | Apr 7, 2010 |
| Jacob Matthew Mckelvey | Trustmont Advisory Group, Inc. other | Morgan Keegan & Company, LLC other | Other | Sep 7, 2010 | Oct 20, 2010 (43 d) |
| Michael Andre Taylor | Trustmont Advisory Group, Inc. other | Waddell & Reed other | Other | Jul 15, 2010 | Oct 21, 2013 (1194 d) |
| Wayne Washowich | Trustmont Advisory Group, Inc. other | Valic Financial Advisors, Inc. other | Other | Oct 5, 2009 | Dec 15, 2010 (436 d) |
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67 moves match.