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 Sage Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kevin Wayne Megargel | Sage Financial Group Inc. independent RIA | Viso Wealth Management LLC state registered | RIA to a state-registered adviser | Apr 1, 2025 | Jul 28, 2025 (118 d) |
| Sean Dwyer | Sage Financial Group Inc. independent RIA | Overture Wealth Management state registered | RIA to a state-registered adviser | Jan 20, 2025 | Jan 23, 2025 |
| Joseph Vincent Furey | Sage Financial Group Inc. independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Nov 8, 2021 | Apr 1, 2022 (144 d) |
| Charles Richard Korger | Sage Financial Group Inc. other | Independence Advisors, LLC other | Other | Jan 28, 2013 | Jan 24, 2013 |
| John Mcpoland Steigerwald | Sage Financial Group Inc. other | Legacy Advisors, LLC other | Other | May 31, 2012 | Oct 28, 2013 (515 d) |
| Gregory Harrison Reif | Sage Financial Group Inc. other | United Capital Financial Advisors other | Other | May 31, 2012 | Jun 5, 2012 |
| Lisa Anne Broome | Sage Financial Group Inc. other | United Capital Financial Advisors other | Other | Apr 20, 2009 | Feb 9, 2011 (660 d) |
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7 moves match.