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 Argent Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew M Pendergrass | Argent Advisors, Inc. independent RIA | Meriwether Wealth & Planning, LLC no RAUM | RIA to a newly registered adviser | Jan 13, 2021 | Jan 15, 2021 |
| Jeremy Ty Pendergrass | Argent Advisors, Inc. independent RIA | Meriwether Wealth & Planning, LLC no RAUM | RIA to a newly registered adviser | Jan 13, 2021 | Jan 15, 2021 |
| Brent Raymond Graham | Argent Advisors, Inc. other | Kestra Advisory Services, LLC other | Other | Aug 1, 2017 | Aug 1, 2017 |
| Matthew Blake Kimbrough | Argent Advisors, Inc. other | Orleans Capital Management Corp other | Other | Jan 20, 2017 | Jul 28, 2025 (3111 d) |
| Jeremy Owen Hebert | Argent Advisors, Inc. other | Edward Jones national BD | Other | Mar 6, 2015 | Mar 6, 2015 |
| Nancy Karen Nelson | Argent Advisors, Inc. other | Spc other | Other | Oct 22, 2012 | May 6, 2013 (196 d) |
| Michael Vaughn Antley | Argent Advisors, Inc. other | Heritage Capital Management, Inc. state registered | Other | Jan 25, 2012 | Dec 15, 2010 |
| Jared Luke Tims | Argent Advisors, Inc. other | Osaic Fs, Inc. other | Other | Mar 31, 2010 | Apr 6, 2010 |
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8 moves match.