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 Multnomah 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 |
|---|---|---|---|---|---|
| Brian Gerard Murphy | Multnomah Group, Inc. institutional | Sentinel Pension Advisors, LLC. institutional | Other | Nov 10, 2025 | Jan 27, 2026 (78 d) |
| Breion Lashay Rollins | Multnomah Group, Inc. institutional | Trg Financial state registered | Other | Jun 30, 2025 | Jan 9, 2026 (193 d) |
| David Michael Imhoff | Multnomah Group, Inc. institutional | Fisher Investments independent RIA | Other | May 15, 2025 | Aug 15, 2025 (92 d) |
| John Martin Chavez | Multnomah Group, Inc. other | Nationwide Investment Advisors, LLC other | Other | Jan 26, 2015 | Mar 10, 2016 (409 d) |
| Andrew Jay Walker | Multnomah Group, Inc. other | Guidance Point Retirement Services, LLC no RAUM | Other | Aug 3, 2012 | Feb 28, 2012 |
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5 moves match.