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 Cmg Capital Management 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.

AdvisorFromToTypeLeftRegistered
Terrence Patrick CunninghamCmg Capital Management Group, Inc. independent RIAScala Capital LLC independent RIARIA to RIAJul 24, 2025Oct 31, 2025 (99 d)
Brian Andrew SchreinerCmg Capital Management Group, Inc. independent RIAAlpha Rock Investments, LLC no RAUMRIA to a newly registered adviserApr 11, 2025Apr 7, 2025
Robert Clifton SchusterCmg Capital Management Group, Inc. independent RIANed Davis Research, Inc. otherOtherMay 30, 2024Feb 21, 2025 (267 d)
John Francis MauldinCmg Capital Management Group, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2023Feb 26, 2026 (804 d)
Luis Daniel MedinaCmg Capital Management Group, Inc. independent RIALmpg Wealth Advisors, LLC independent RIARIA to RIANov 16, 2023Jan 1, 2025 (412 d)
Magdalena DobrowolskaCmg Capital Management Group, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2022Mar 25, 2022
Cynthia Edythe GatlinCmg Capital Management Group, Inc. mixed wealthAldrich Wealth LP independent RIARIA to RIAOct 22, 2020Feb 15, 2024 (1211 d)
Michael Nmn TumoloCmg Capital Management Group, Inc. mixed wealthReppond Investments, Inc. state registeredRIA to a state-registered adviserJun 25, 2018Oct 8, 2019 (470 d)
Kevin AuerbachCmg Capital Management Group, Inc. otherEllis Investment Partners, LLC otherOtherDec 21, 2015Jan 4, 2016
James Patrick McfaddenCmg Capital Management Group, Inc. otherEagle Asset Management Inc otherOtherNov 9, 2015Nov 9, 2017 (731 d)
Joseph S YoonCmg Capital Management Group, Inc. otherCharles Schwab & Co., Inc. national BDOtherOct 22, 2013Jun 3, 2016 (955 d)
Christopher D. BurtonCmg Capital Management Group, Inc. otherFifth Third Securities, Inc. otherOtherMay 22, 2012Sep 27, 2011
Page 1 of 1
12 moves match.