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 Management Group
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 |
|---|---|---|---|---|---|
| Richard Charles King | Wealth Management Group state registered | Rfg Advisory, LLC independent RIA | Other | Apr 8, 2025 | Feb 19, 2025 |
| Norman Gregory Grevey | Wealth Management Group state registered | Private Advisor Group, LLC BD affiliated | Other | Dec 3, 2024 | Feb 6, 2024 |
| Douglas J Koogler | Wealth Management Group state registered | Kiplinger Wealth Advisors independent RIA | Other | Dec 7, 2017 | Nov 30, 2017 |
| Forest William Moses | Wealth Management Group state registered | Osaic Wealth, Inc. BD affiliated | Other | Dec 10, 2008 | Nov 3, 2023 (5441 d) |
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4 moves match.