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 Wealth Dimensions Group, Ltd.
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 |
|---|---|---|---|---|---|
| Michael Allen Curley | Wealth Dimensions Group, Ltd. other | Key Investment Services LLC other | Other | Apr 1, 2015 | Apr 1, 2015 |
| Thomas M Blower | Wealth Dimensions Group, Ltd. other | Innovia Wealth, LLC independent RIA | Other | Mar 3, 2015 | Mar 13, 2019 (1471 d) |
| Christopher Robert Oberholzer | Wealth Dimensions Group, Ltd. other | Infinity Wealth Counsel, LLC independent RIA | Other | Jul 16, 2014 | Jun 24, 2014 |
| Randolph Erik Gantt | Wealth Dimensions Group, Ltd. other | Artifex Financial Group, LLC other | Other | Aug 26, 2011 | Dec 5, 2012 (467 d) |
| Robert Joseph Lemmons | Wealth Dimensions Group, Ltd. other | Financial Management Group Inc other | Other | Oct 22, 2010 | Jan 6, 2011 (76 d) |
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5 moves match.