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 Wealth Advisory 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.

AdvisorFromToTypeLeftRegistered
Richard Ellis CraftWealth Advisory Group, Inc. mixed wealthEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankNov 26, 2025Jul 30, 2002
Robert NortonWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 5, 2025
Brian Alexander SullivanWealth Advisory Group, Inc. mixed wealthBcg Securities, Inc. independent RIARIA to RIANov 26, 2025Jul 11, 2023
Michael Christopher BassWealth Advisory Group, Inc. mixed wealthEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankNov 26, 2025Jul 30, 2002
Andrew Reilly DugeryWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 4, 2025
Gerald Lee PreschuttiWealth Advisory Group, Inc. mixed wealthWorld Investment Advisors, LLC otherOtherNov 26, 2025Nov 5, 2025
Robert William GeigerWealth Advisory Group, Inc. mixed wealthPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2023Jul 27, 2023 (154 d)
Ross S RubinWealth Advisory Group, Inc. otherBelpointe Asset Management LLC otherOtherJun 22, 2016May 27, 2016
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8 moves match.