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 Vogel Financial Advisors, 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 |
|---|---|---|---|---|---|
| Melissa Ann Brennan | Vogel Financial Advisors, LLC independent RIA | Cfo4life mixed wealth | RIA to RIA | May 24, 2018 | Jul 19, 2018 (56 d) |
| Laura Dianne Cordell | Vogel Financial Advisors, LLC independent RIA | Cfo4life mixed wealth | RIA to RIA | May 24, 2018 | Jun 6, 2018 |
| Joshua Keith Womack | Vogel Financial Advisors, LLC other | Womack Financial LLC independent RIA | Other | Nov 19, 2015 | May 21, 2015 |
| William Delyn Perryman | Vogel Financial Advisors, LLC other | Perryman Financial Advisory, Inc. other | Other | Oct 28, 2003 | Jan 26, 2006 (821 d) |
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4 moves match.