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 Allegiance Financial Advisors, 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 |
|---|---|---|---|---|---|
| Alan Wade Painter | Allegiance Financial Advisors, Inc. other | Osaic Wealth, Inc. BD affiliated | Other | Feb 25, 2021 | Jan 22, 2021 |
| Emmett Wesley Mankin | Allegiance Financial Advisors, Inc. other | Future Financial Partners unclassified | Other | Oct 23, 2009 | Nov 10, 2009 |
| David R Eggleston | Allegiance Financial Advisors, Inc. other | Future Financial Partners unclassified | Other | Sep 25, 2008 | Oct 28, 2008 (33 d) |
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3 moves match.