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 Net Worth 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 |
|---|---|---|---|---|---|
| Mitchell Thor Swensen | Net Worth Advisory Group, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Feb 21, 2023 | Apr 25, 2023 (63 d) |
| Garrett W Bybee | Net Worth Advisory Group, LLC independent RIA | Bybee Wealth Management LLC state registered | RIA to a state-registered adviser | May 24, 2018 | Aug 24, 2018 (92 d) |
| Kevin Douglas Michels | Net Worth Advisory Group, LLC other | Medicus Wealth Planning, Inc. independent RIA | Other | Aug 3, 2016 | Jul 8, 2016 |
| Roxanne Smith Duennebeil | Net Worth Advisory Group, LLC other | Morgan Stanley wirehouse | Other | Mar 9, 2016 | Mar 4, 2015 |
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4 moves match.