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 Fma Advisory 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 |
|---|---|---|---|---|---|
| Jeremy Franklin Stahl | Fma Advisory Inc independent RIA | Stahl Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 16, 2021 | Mar 12, 2021 |
| Scott David Ehrig | Fma Advisory Inc independent RIA | Rkl Private Wealth independent RIA | RIA to RIA | Dec 17, 2020 | Apr 8, 2026 (1938 d) |
| Edward Bernard O'Gorman | Fma Advisory Inc other | River Wealth Advisors LLC other | Other | Dec 31, 2015 | Jun 9, 2016 (161 d) |
| Jennifer Ann Collins | Fma Advisory Inc other | River Wealth Advisors LLC other | Other | Dec 28, 2015 | Jun 9, 2016 (164 d) |
| John Anthony Obrock | Fma Advisory Inc other | Integrated Wealth Concepts LLC independent RIA | Other | Dec 28, 2015 | Apr 13, 2026 (3759 d) |
| Nelson David Rinehart | Fma Advisory Inc other | Wealthspire Retirement Advisory other | Other | Aug 4, 2010 | Jan 10, 2012 (524 d) |
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6 moves match.