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 Sentinel Wealth Management, 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 |
|---|---|---|---|---|---|
| Caitlin Allard | Sentinel Wealth Management, Inc. independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Dec 13, 2024 | Dec 16, 2024 |
| Trent James Templer | Sentinel Wealth Management, Inc. independent RIA | Templer Wealth Management, LLC independent RIA | RIA to RIA | Oct 23, 2019 | Nov 5, 2019 |
| Carl Richard Emerick | Sentinel Wealth Management, Inc. other | Emerick Financial Planning, LLC state registered | Other | Jun 30, 2015 | Jan 4, 2016 (188 d) |
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3 moves match.