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 Csenge 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 |
|---|---|---|---|---|---|
| Michael Joseph Grimm | Csenge Advisory Group, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 31, 2026 | Sep 4, 2026 (35 d) |
| Michael Christian Gray | Csenge Advisory Group, LLC independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2026 | Apr 29, 2026 |
| Joseph Anthony Nappi | Csenge Advisory Group, LLC independent RIA | Legacy Folios state registered | RIA to a state-registered adviser | Feb 26, 2026 | Mar 12, 2026 |
| Braiden Simpson | Csenge Advisory Group, LLC independent RIA | Legacy Folios state registered | RIA to a state-registered adviser | Feb 26, 2026 | Mar 12, 2026 |
| Trevor Lee Scott | Csenge Advisory Group, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2026 | May 8, 2026 (84 d) |
| Martin Webb Koonce | Csenge Advisory Group, LLC independent RIA | Lion Street Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 12, 2026 | May 8, 2025 |
| Jordan Christopher Maruszak | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Dec 4, 2025 | Jan 14, 2026 (41 d) |
| Jeffrey Kistler Jones | Csenge Advisory Group, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2025 | Sep 8, 2025 |
| Shawn Thomas Higginbotham | Csenge Advisory Group, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2025 | Oct 1, 2025 (33 d) |
| Gavin Daniel Butts | Csenge Advisory Group, LLC independent RIA | Dynasty Wealth Management, LLC asset manager | Other | Jul 18, 2025 | Nov 3, 2025 (108 d) |
| Venzon Vicencio Aromin | Csenge Advisory Group, LLC independent RIA | Fsc Securities Corporation other | Other | Jul 14, 2025 | Nov 4, 2014 |
| George Wesley Hester | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Harold Dunbar Cooley | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Christopher D Fay | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Christopher Allen Tipton | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Jason Simpson Hester | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Jan 1, 2026 (276 d) |
| Blair M Enfield | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | May 1, 2025 (31 d) |
| Will K Knight | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 24, 2025 |
| Lindsey Pate Gresham | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Stephen Cary Kinsley | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| William August Kientz | Csenge Advisory Group, LLC independent RIA | Balefire, LLC mixed wealth | RIA to RIA | Mar 31, 2025 | Apr 1, 2025 |
| Zachary Ryan Wooten | Csenge Advisory Group, LLC independent RIA | Capital Markets Iq, LLC independent RIA | RIA to RIA | Mar 24, 2025 | Apr 29, 2025 (36 d) |
| Jacob Graham Eason | Csenge Advisory Group, LLC independent RIA | Duncan Williams Asset Management, LLC mixed wealth | RIA to RIA | Oct 29, 2024 | Nov 26, 2024 |
| Savannah Claire Stovall | Csenge Advisory Group, LLC independent RIA | Duncan Williams Asset Management, LLC mixed wealth | RIA to RIA | Oct 29, 2024 | Dec 5, 2024 (37 d) |
| Donald Leonard Ruffin | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Sep 16, 2024 |
| Gary Dewitt Burger | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Oct 11, 2024 |
| Jerry Scott Swiney | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Sep 16, 2024 |
| Kaila Brooks | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Oct 1, 2024 |
| Paresh B Shah | Csenge Advisory Group, LLC independent RIA | Merkkuri Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | May 31, 2024 | Apr 3, 2024 |
| Tom Patrick Homestead | Csenge Advisory Group, LLC independent RIA | Merkkuri Wealth Advisors LLC no RAUM | RIA to a newly registered adviser | May 31, 2024 | Apr 3, 2024 |
| David Crawford Champion | Csenge Advisory Group, LLC independent RIA | Stonex Advisors Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2024 | May 10, 2024 |
| Louis Tanner Crawford | Csenge Advisory Group, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Apr 10, 2024 | Sep 6, 2025 (514 d) |
| Torian Johnson | Csenge Advisory Group, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2024 | Nov 17, 2025 (636 d) |
| Zane Fowler | Csenge Advisory Group, LLC independent RIA | Sound Income Strategies, LLC independent RIA | RIA to RIA | Jun 23, 2023 | Jul 19, 2023 |
| Colin Charles Joseph Barcley | Csenge Advisory Group, LLC independent RIA | Milestone Asset Management, LLC independent RIA | RIA to RIA | Nov 3, 2022 | Dec 21, 2022 (48 d) |
| Larry Sfinas | Csenge Advisory Group, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2022 | Dec 6, 2022 (74 d) |
| Thomas Patrick Caffrey | Csenge Advisory Group, LLC independent RIA | Caffrey Retirement Solutions unclassified | Other | Jul 14, 2021 | Aug 9, 2021 |
| Stephen James Csenge | Csenge Advisory Group, LLC independent RIA | Provise Management Group, LLC independent RIA | RIA to RIA | Apr 20, 2020 | Oct 24, 2020 (187 d) |
| John William Weeden | Csenge Advisory Group, LLC independent RIA | First Horizon Advisors, Inc mixed wealth | RIA to RIA | Oct 22, 2019 | Oct 15, 2019 |
| Sara Noelle Witt | Csenge Advisory Group, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Sep 5, 2019 | Sep 11, 2019 |
| Robert Charles Gueriera | Csenge Advisory Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2019 | Nov 3, 2023 (1662 d) |
| Jeffrey Rayner Mase | Csenge Advisory Group, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2019 | Nov 3, 2023 (1690 d) |
| James Bernard Plummer | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | Apr 25, 2018 |
| Joseph Mccarrell Piszczor | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | May 9, 2018 |
| Roger Paul Bedillion | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | Jun 12, 2018 (57 d) |
| Raymundo Gutierrez Valencia | Csenge Advisory Group, LLC other | Kovack Advisors, Inc. other | Other | Feb 26, 2018 | Jan 17, 2018 |
| Ralph Gerard Adamo | Csenge Advisory Group, LLC other | Kovack Advisors, Inc. other | Other | Jan 3, 2018 | Jan 2, 2018 |
| Larry Gene Harness | Csenge Advisory Group, LLC other | Advisory Services Network other | Other | Jul 12, 2016 | Jun 13, 2016 |
| John R Campbell | Csenge Advisory Group, LLC other | Advisory Services Network other | Other | Jun 20, 2016 | Jun 17, 2016 |
| Sherida Lynn Ferguson | Csenge Advisory Group, LLC other | Ernst & Young Investment Advisers Llp no RAUM | Other | Jun 13, 2016 | Apr 12, 2016 |
| Sung Pyo Lee | Csenge Advisory Group, LLC other | Capital Bank And Trust Company other | Other | May 14, 2015 | May 26, 2016 (378 d) |
| Rodney William Amicone | Csenge Advisory Group, LLC other | Signator Financial Services, Inc. other | Other | May 14, 2015 | May 8, 2015 |
| Jeffrey Michael Skraban | Csenge Advisory Group, LLC other | Alternative Investment Advisors, LLC independent RIA | Other | Aug 1, 2013 | Sep 27, 2013 (57 d) |
| Kevin William La Mont | Csenge Advisory Group, LLC other | Rb Capital Management, LLC other | Other | Feb 3, 2012 | Jan 19, 2016 (1446 d) |
| Dwight Lee Dykstra | Csenge Advisory Group, LLC other | Fsc Securities Corporation other | Other | Jun 6, 2011 | Dec 7, 2006 |
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55 moves match.