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 Contego Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kurt David Wedewer | Contego Capital Group, Inc. mixed wealth | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2026 | Aug 26, 2026 |
| Dilan David Simon | Contego Capital Group, Inc. mixed wealth | Van Clemens Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2026 | Aug 26, 2026 |
| Brian Scott Mccleary | Contego Capital Group, Inc. mixed wealth | Nicolet Wealth Management independent RIA | RIA to RIA | May 14, 2025 | Feb 20, 2026 (282 d) |
| Paul August Alegi | Contego Capital Group, Inc. independent RIA | Isc Financial Advisors other | Other | Mar 31, 2016 | Sep 21, 2016 (174 d) |
| Ross David Almlie | Contego Capital Group, Inc. independent RIA | Future Bright independent RIA | RIA to RIA | May 8, 2015 | May 13, 2015 |
| Patrick Joseph Moore | Contego Capital Group, Inc. independent RIA | Northwestern Mutual Investment Services,LLC other | Other | Nov 9, 2012 | Nov 20, 2013 (376 d) |
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6 moves match.