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 Pentegra Investors, 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
Ashlee Nicole OgrzewallaPentegra Investors, Inc. institutionalBenjamin F. Edwards & Company, Incorporated BD affiliatedOtherApr 22, 2022Apr 21, 2022
Ricardo L RodriguezPentegra Investors, Inc. institutionalUsi Advisors institutionalOtherMar 14, 2022Jun 1, 2022 (79 d)
Brian Thomas DuffyPentegra Investors, Inc. institutionalAllstate Financial Advisors, LLC BD affiliatedOtherMay 21, 2018Jan 11, 2024 (2061 d)
Melissa Lee LaceyPentegra Investors, Inc. otherLockton Investment Advisors, LLC no RAUMOtherNov 30, 2017Dec 12, 2017
Boris Michael NatyshakPentegra Investors, Inc. otherUsi Advisors institutionalOtherOct 31, 2016Jun 1, 2018 (578 d)
George Michael MorgenrothPentegra Investors, Inc. otherTlg Advisors, Inc. otherOtherNov 11, 2009Oct 27, 2011 (715 d)
Wesley Austin DelcolPentegra Investors, Inc. otherGuidance Point Advisors, LLC otherOtherOct 7, 2008Dec 10, 2008 (64 d)
Andrew Jay WalkerPentegra Investors, Inc. otherMultnomah Group, Inc. otherOtherSep 22, 2008Dec 17, 2008 (86 d)
Amin Brent AntoinePentegra Investors, Inc. otherState Farm Investment Management Corp. asset managerOtherDec 12, 2007Jun 1, 2023 (5650 d)
James R AngwinPentegra Investors, Inc. otherAdvice And Planning Services otherOtherDec 6, 2006Jan 4, 2007
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10 moves match.