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 American Financial Management Group, Ltd.

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
Bruce David HermannAmerican Financial Management Group, Ltd. independent RIAIfg Russell Advisors Inc otherOtherDec 31, 2018Nov 16, 2012
Kevin Michael GainesAmerican Financial Management Group, Ltd. independent RIACetera Advisor Networks LLC otherOtherDec 31, 2018Sep 3, 2013
Jason Andrew IannantuonoAmerican Financial Management Group, Ltd. independent RIAWalnut Street Securities, Inc. otherOtherDec 31, 2018Jul 19, 2007
Stephanie White McculloughAmerican Financial Management Group, Ltd. independent RIAWalnut Street Securities, Inc. otherOtherDec 31, 2018Oct 7, 2010
Brian Rano LuekerAmerican Financial Management Group, Ltd. independent RIACetera Advisor Networks LLC otherOtherDec 31, 2018Sep 3, 2013
John Joseph IannantuonoAmerican Financial Management Group, Ltd. independent RIAIfg Russell Advisors Inc otherOtherDec 31, 2018Sep 14, 1995
Ealon Sidney ThompsonAmerican Financial Management Group, Ltd. otherRaymond James Financial Services Advisors, Inc otherOtherFeb 22, 2017Mar 15, 2017
John Wayne ChidwickAmerican Financial Management Group, Ltd. otherRaymond James Financial Services Advisors, Inc otherOtherFeb 22, 2017Mar 21, 2017
Robert Barry HamiltonAmerican Financial Management Group, Ltd. otherKestra Advisory Services, LLC otherOtherSep 1, 2016Dec 16, 2016 (106 d)
Kevin Frederick HansleyAmerican Financial Management Group, Ltd. otherVantage Financial Group, Inc. otherOtherNov 6, 2014Jun 11, 2014
Robert Mcintrye FloodAmerican Financial Management Group, Ltd. otherFidelity Federal Planning Corp. state registeredOtherNov 21, 2013Dec 2, 2013
John Wallace TonissenAmerican Financial Management Group, Ltd. otherGlobal Financial Private Capital, Inc. otherOtherOct 1, 2013Aug 20, 2013
Charles Thorn CampbellAmerican Financial Management Group, Ltd. otherMML Investors Services, LLC otherOtherApr 17, 2013Jun 10, 2013 (54 d)
Kim Tejls MortensenAmerican Financial Management Group, Ltd. otherRaymond James Financial Services Advisors, Inc otherOtherMay 8, 2012May 21, 2012
Michelle Jennifer BlassAmerican Financial Management Group, Ltd. otherLPL Financial LLC otherOtherAug 12, 2010Apr 10, 2012 (607 d)
Kenneth Dale AndersonAmerican Financial Management Group, Ltd. otherIfg Russell Advisors Inc otherOtherAug 4, 2010Dec 31, 2001
Philip John FogliAmerican Financial Management Group, Ltd. otherIfg Russell Advisors Inc otherOtherOct 28, 2008Jan 3, 1995
Timothy Edward FlatleyAmerican Financial Management Group, Ltd. otherIfg Russell Advisors Inc otherOtherNov 16, 2006Jan 3, 1995
James Gerard HageneyAmerican Financial Management Group, Ltd. otherSterling Investment Advisors Ltd. otherOtherNov 16, 2006May 31, 2006
Sean Michael FlatleyAmerican Financial Management Group, Ltd. otherSterling Investment Advisors Ltd. otherOtherNov 16, 2006May 31, 2006
Eugene Richard WeberAmerican Financial Management Group, Ltd. otherSterling Investment Advisors Ltd. otherOtherNov 16, 2006May 31, 2006
Peter Kent HooverAmerican Financial Management Group, Ltd. otherIfg Russell Advisors Inc otherOtherMar 2, 2006Jan 3, 1995
James Marshall BrutonAmerican Financial Management Group, Ltd. otherWalnut Street Advisers Inc unclassifiedOtherDec 15, 2004Mar 13, 2003
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23 moves match.