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 The Financial Advisory 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.

AdvisorFromToTypeLeftRegistered
Juan Diego MartinezThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJul 12, 2024Jun 3, 2024
Darryl Arthur NelsonThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 10, 2024
Richard Joseph AlphonsoThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Lynnette Diane OkwuonuThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Nathan Lynn BowenThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Steven Joseph RifeThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Thomas SartorThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Steven Arnold EstrinThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Rachel Lauren RomeroThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Christopher Todd PuckettThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
John CroyThe Financial Advisory Group, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 21, 2024Jun 3, 2024
Adam CervantesThe Financial Advisory Group, LLC independent RIAAvior Wealth Management, LLC independent RIARIA to RIADec 6, 2022Aug 7, 2023 (244 d)
Matthew Taylor JohnsonThe Financial Advisory Group, LLC independent RIAState Farm Investment Management Corp. asset managerOtherApr 14, 2018Mar 3, 2023 (1784 d)
Raymond Martin HawkinsThe Financial Advisory Group, LLC otherRmh Capital Advisors, LLC state registeredOtherOct 3, 2005Sep 8, 2005
Page 1 of 1
14 moves match.