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 Agili, P.C.

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.

AdvisorFromToTypeLeftRegistered
Michael JoyceAgili, P.C. independent RIACw Advisors, LLC independent RIARIA to RIAAug 28, 2024Aug 16, 2024
Marilee Anne FalcoAgili, P.C. independent RIACw Advisors, LLC independent RIARIA to RIAAug 28, 2024Aug 16, 2024
Jamie Lee MaloneAgili, P.C. independent RIACw Advisors, LLC independent RIARIA to RIAAug 28, 2024Aug 16, 2024
Daniel Harold HonsbergerAgili, P.C. independent RIACw Advisors, LLC independent RIARIA to RIAAug 28, 2024Aug 16, 2024
Sarah Elizabeth CaineAgili, P.C. independent RIACw Advisors, LLC independent RIARIA to RIAAug 28, 2024Aug 16, 2024
Jeffrey Gerald MussattAgili, P.C. otherKimble Advisory, LLC independent RIAOtherSep 26, 2017Jan 22, 2018 (118 d)
Jack E PayneAgili, P.C. otherMorgan Stanley wirehouseOtherJan 13, 2016Jun 27, 2025 (3453 d)
Lisa Marie StrohmAgili, P.C. otherGood Life Advisors, LLC independent RIAOtherDec 7, 2015Dec 6, 2022 (2556 d)
Wendell B FullerAgili, P.C. otherBowen Financial Services, LLC otherOtherApr 19, 2010Mar 9, 2010
Martin Xavier ShieldsAgili, P.C. otherBurns Matteson Capital Management, LLC otherOtherMar 18, 2009Feb 3, 2009
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10 moves match.