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 Asset Consulting Group, LLC
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 |
|---|---|---|---|---|---|
| Roy Corr | Asset Consulting Group, LLC other | Guggenheim Partners Investment Management, LLC other | Other | May 18, 2006 | Jul 27, 2006 (70 d) |
| Dina Marie Dilorenzo | Asset Consulting Group, LLC other | Guggenheim Investment Advisors, LLC other | Other | Oct 6, 2005 | Feb 2, 2010 (1580 d) |
| William Lewis Milnes | Asset Consulting Group, LLC other | Stifel, Nicolaus & Company, Incorporated national BD | Other | Jun 14, 2005 | Jul 6, 2005 |
| John George Russon | Asset Consulting Group, LLC other | U.S. Institutional Corporation no RAUM | Other | Apr 26, 2005 | Nov 23, 2021 (6055 d) |
| Christopher Irving Engelman | Asset Consulting Group, LLC other | Cedar Hill Associates Inc unclassified | Other | Mar 10, 2004 | May 25, 2004 (76 d) |
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5 moves match.