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 Brand Asset Management 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 |
|---|---|---|---|---|---|
| Ryan Thomas Bouchard | Brand Asset Management Group, Inc. independent RIA | Rising Tide Wealth Advisory Solutions LLC state registered | RIA to a state-registered adviser | Jun 16, 2022 | May 26, 2022 |
| James David Hertzler | Brand Asset Management Group, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Feb 28, 2019 (59 d) |
| Madaline Ann Creehan | Brand Asset Management Group, Inc. other | Buckingham Asset Management Inc unclassified | Other | Aug 18, 2006 | Sep 12, 2006 |
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3 moves match.