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 Cig Asset 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.

AdvisorFromToTypeLeftRegistered
Brian J LasherCig Asset Management, Inc. independent RIAEuclid Harding, LLC state registeredRIA to a state-registered adviserJan 31, 2025Aug 28, 2025 (209 d)
Eldin FocoCig Asset Management, Inc. independent RIASterling Advisory Group LLC state registeredRIA to a state-registered adviserJul 21, 2023Nov 10, 2023 (112 d)
Martin John SwieckiCig Asset Management, Inc. independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2023Feb 14, 2023
Jalen GarrettCig Asset Management, Inc. independent RIASgh Wealth Management independent RIARIA to RIASep 26, 2022Oct 10, 2022
Lana HurleyCig Asset Management, Inc. independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankAug 29, 2022Sep 8, 2022
Eric James MirasCig Asset Management, Inc. independent RIASpc BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2021Apr 20, 2021
Victor Charles DohertyCig Asset Management, Inc. independent RIAJohnson Investment Counsel, Inc. independent RIARIA to RIANov 23, 2020Nov 30, 2020
Ziad DalloCig Asset Management, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 8, 2019Jun 24, 2020 (321 d)
Eric Dale BakerCig Asset Management, Inc. independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2019Jun 7, 2019
Daniel Eric Michael SchutzCig Asset Management, Inc. independent RIASecure Asset Management, L.L.C. independent RIARIA to RIAJan 18, 2019Oct 7, 2025 (2454 d)
Bryan David FrancoCig Asset Management, Inc. otherNorthpointe Capital LLC otherOtherJan 17, 2018Jan 30, 2018
Jon Sahir KashatCig Asset Management, Inc. otherJ W Korth & Company otherOtherNov 7, 2017Jan 1, 2025 (2612 d)
Matthew Thomas BowdenCig Asset Management, Inc. otherSpc BD affiliatedOtherOct 9, 2017Oct 2, 2018 (358 d)
Robert Anderson PearlCig Asset Management, Inc. otherFirst Allied Securities, Inc. no RAUMOtherMar 30, 2017Apr 20, 2017
Nicole Josetta-Kraus StandenCig Asset Management, Inc. otherGainplan LLC independent RIAOtherMar 23, 2017Aug 21, 2018 (516 d)
Anthony Joseph KoehlerCig Asset Management, Inc. otherTd Ameritrade Investment Management, LLC otherOtherNov 22, 2016May 4, 2017 (163 d)
Logan Thomas RossCig Asset Management, Inc. otherCranbrook Wealth Management, LLC otherOtherSep 14, 2015Jan 20, 2016 (128 d)
Mary Meneely WilsonCig Asset Management, Inc. otherTelemus Capital, LLC otherOtherMay 12, 2015Jun 4, 2015
Howard Louis MargolisCig Asset Management, Inc. otherCitizens Securities, Inc. otherOtherJan 21, 2015Jun 9, 2015 (139 d)
Tyler J SilverthornCig Asset Management, Inc. otherCwm, LLC otherOtherJan 9, 2015Mar 5, 2015 (55 d)
Benjamin Thomas KlamoCig Asset Management, Inc. otherLPL Financial LLC otherOtherDec 11, 2014Jan 15, 2015 (35 d)
David Michael MartinCig Asset Management, Inc. otherLPL Financial LLC otherOtherOct 7, 2014Nov 19, 2014 (43 d)
Nicholas George DefenthalerCig Asset Management, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherAug 5, 2013Apr 21, 2014 (259 d)
Nicholas Robert SarnackiCig Asset Management, Inc. otherPnc Wealth Management otherOtherJun 7, 2013Apr 17, 2013
Nicole Gopoian WirickCig Asset Management, Inc. otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherJun 4, 2013Mar 5, 2013
Richard Robert RushCig Asset Management, Inc. otherCaptrust Financial Advisors otherOtherJan 31, 2013Jun 13, 2013 (133 d)
William Daniel LeahyCig Asset Management, Inc. otherPnc Wealth Management otherOtherMay 9, 2012Jun 5, 2012
Timothy Joseph HarkerCig Asset Management, Inc. otherPnc Wealth Management otherOtherNov 3, 2011Dec 1, 2011
Ronald C BraunCig Asset Management, Inc. otherSpc otherOtherApr 27, 2011Apr 21, 2011
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29 moves match.