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 Investmark Advisory Group 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 |
|---|---|---|---|---|---|
| Mark Raymond Vida | Investmark Advisory Group LLC independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2019 | Jan 7, 2019 |
| Anthony Croce | Investmark Advisory Group LLC independent RIA | Altium Wealth Management LLC independent RIA | RIA to RIA | Nov 21, 2018 | Dec 21, 2018 |
| Michael Thomas Lee | Investmark Advisory Group LLC independent RIA | Altium Wealth Management LLC independent RIA | RIA to RIA | Sep 24, 2018 | Oct 5, 2018 |
| Matthew Parker Gachi | Investmark Advisory Group LLC other | Commonwealth Financial Network national BD | Other | Apr 4, 2016 | Mar 2, 2001 |
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4 moves match.