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 Choice Advisory 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.

AdvisorFromToTypeLeftRegistered
Johana HuffChoice Advisory Group, Inc. otherCalton & Associates, Inc. otherOtherDec 31, 2011Jan 3, 2012
Nathan Everett TrenholmChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherNov 9, 2011Oct 24, 2011
Manuel Enrique RamirezChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherSep 16, 2011Sep 30, 2011
Mary Voll MillerChoice Advisory Group, Inc. otherHill Country Wealth Management unclassifiedOtherSep 16, 2011Jul 7, 2011
Floyd Thomas BernardChoice Advisory Group, Inc. otherInstitutional Securities Corporation otherOtherJul 5, 2011Aug 4, 2011
Wayne Norman SchwartzChoice Advisory Group, Inc. otherStrategic Financial Concepts, LLC otherOtherJun 1, 2011Jun 17, 2011
Juanita White StephensChoice Advisory Group, Inc. otherLPL Financial LLC otherOtherMay 23, 2011May 26, 2011
Robert Stirling PhippsChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherDec 31, 2010Nov 24, 2009
John Per OsullivanChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherDec 31, 2010Nov 19, 2009
Charles Eugene FieldChoice Advisory Group, Inc. otherPark Avenue Securities LLC BD affiliatedOtherAug 20, 2010Apr 25, 2025 (5362 d)
Robert Stirling PhippsChoice Advisory Group, Inc. otherCach Capital Management, LLC unclassifiedOtherApr 19, 2007Mar 28, 2007
John Per OsullivanChoice Advisory Group, Inc. otherCach Capital Management, LLC unclassifiedOtherMar 28, 2007Mar 28, 2007
John Maurits DapperChoice Advisory Group, Inc. otherCach Capital Management, LLC unclassifiedOtherMar 28, 2007Mar 13, 2007
Adam Dennis StraseskeChoice Advisory Group, Inc. otherStrategic Financial Concepts, LLC otherOtherDec 31, 2006Nov 13, 2008 (683 d)
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14 moves match.