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 Allen Capital 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 |
|---|---|---|---|---|---|
| Carter James Masteller | Allen Capital Group, LLC independent RIA | Stevens Capital Partners independent RIA | RIA to RIA | Apr 28, 2026 | May 11, 2026 |
| Troy Lee Hilyard | Allen Capital Group, LLC independent RIA | Mbe Wealth Management, LLC independent RIA | RIA to RIA | Jun 6, 2024 | Jan 1, 2026 (574 d) |
| James Ray Gardner | Allen Capital Group, LLC independent RIA | Avantax Planning Partners, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 18, 2023 | Feb 8, 2024 (52 d) |
| Jennifer Lea Cook | Allen Capital Group, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 29, 2023 | Sep 10, 2025 (651 d) |
| Vincent Tomas Ryan | Allen Capital Group, LLC independent RIA | Avantax Planning Partners, Inc. independent RIA | RIA to RIA | Jan 31, 2023 | Feb 1, 2023 |
| Tad Allen Singer | Allen Capital Group, LLC independent RIA | Wealthplan Partners independent RIA | RIA to RIA | Feb 11, 2020 | Feb 13, 2020 |
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6 moves match.