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 Abacus Planning 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 |
|---|---|---|---|---|---|
| Edward William Kramer | Abacus Planning Group, Inc. independent RIA | Ssb&T Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Aug 10, 2023 | Sep 29, 2023 (50 d) |
| Eileen Marie Stevens | Abacus Planning Group, Inc. independent RIA | Regentatlantic independent RIA | RIA to RIA | Feb 5, 2020 | Jan 10, 2020 |
| Kevin Reid Draudt | Abacus Planning Group, Inc. independent RIA | Atlas Financial unclassified | Other | Jun 17, 2019 | Aug 20, 2019 (64 d) |
| George Michael Baughman | Abacus Planning Group, Inc. other | Millard & Company, Inc. other | Other | Jan 15, 2014 | Jan 10, 2014 |
| Andrew Kevin Jones | Abacus Planning Group, Inc. other | Verity Investment Partners other | Other | May 10, 2013 | May 13, 2013 |
| Stephen Barton Valley | Abacus Planning Group, Inc. other | Morris Financial Concepts, Inc. independent RIA | Other | Sep 30, 2011 | Feb 13, 2020 (3058 d) |
| Edward William Kramer | Abacus Planning Group, Inc. other | Usaa Financial Planning Services no RAUM | Other | Sep 11, 2009 | Oct 9, 2009 |
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7 moves match.