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 Savant Investment Group, LLC
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 |
|---|---|---|---|---|---|
| Joseph James Sims | Savant Investment Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2022 | Dec 16, 2021 |
| Scott Laurence Lummer | Savant Investment Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2022 | Dec 16, 2021 |
| Alexis J Howard | Savant Investment Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2022 | Dec 16, 2021 |
| David Rimer | Savant Investment Group, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Oct 2, 2019 | Feb 4, 2026 (2317 d) |
| Knud Bang Gotterup | Savant Investment Group, LLC other | Parallel Advisors, LLC independent RIA | Other | Nov 30, 2016 | Nov 14, 2020 (1445 d) |
| Robert Bryan Burkhart | Savant Investment Group, LLC other | Financial Telesis, Inc. other | Other | Nov 30, 2010 | Sep 1, 2010 |
| Wheelock Richard Bingham | Savant Investment Group, LLC other | Sterne Agee Asset Management, Inc. other | Other | Nov 30, 2010 | Oct 26, 2011 (330 d) |
Page 1 of 1
7 moves match.