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 Aegis Wealth
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 |
|---|---|---|---|---|---|
| Elena Song | Aegis Wealth independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Mar 13, 2019 | Mar 9, 2021 (727 d) |
| Rodrigo Esteban Huerta | Aegis Wealth other | West Financial Services, Inc. other | Other | Aug 15, 2017 | Aug 24, 2017 |
| Ara Oghoorian | Aegis Wealth other | Acap Asset Management, Inc. independent RIA | Other | Aug 5, 2009 | May 15, 2009 |
| Laura L Mcaree | Aegis Wealth other | Garnet Group LLC other | Other | Nov 27, 2007 | Jan 9, 2008 (43 d) |
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4 moves match.