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 Advisory 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 |
|---|---|---|---|---|---|
| David E Workman | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Oct 31, 2022 |
| Michael Elliott Raidt | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Oct 31, 2022 |
| Sarah Marie Tenhundfeld | Asset Advisory Group Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 3, 2023 | Nov 1, 2022 |
| Danielle R Seurkamp | Asset Advisory Group Inc independent RIA | Well Spent Wealth Planning state registered | RIA to a state-registered adviser | Jul 12, 2019 | Aug 22, 2019 (41 d) |
| Christine Lynn Carleton | Asset Advisory Group Inc other | Truepoint, Inc. other | Other | Jan 8, 2014 | May 18, 2016 (861 d) |
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5 moves match.