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 Ak Financial Group

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
Christine Lynn HagenAk Financial Group independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2022Aug 4, 2022
Andrew Conrad KarlinskiAk Financial Group independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2022Sep 27, 2022
Christopher John BissonnetteAk Financial Group independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2022Jan 22, 2026 (1127 d)
Trent Chapman HustonAk Financial Group independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2022Aug 4, 2022
Daniel Jay ConardAk Financial Group independent RIAVela Consulting, LLC state registeredRIA to a state-registered adviserJul 31, 2019Nov 6, 2025 (2290 d)
Josiah D. JenningsAk Financial Group independent RIAVela Consulting, LLC state registeredRIA to a state-registered adviserJul 31, 2019Dec 5, 2025 (2319 d)
Kailen H CookAk Financial Group independent RIAOneamerica Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2017Mar 20, 2019 (471 d)
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7 moves match.