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 Centennial Wealth Advisory, 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 Duane Reese | Centennial Wealth Advisory, LLC independent RIA | Reap Financial Group, LLC independent RIA | RIA to RIA | Jan 12, 2022 | Jan 3, 2014 |
| Elizabeth Marie Torres | Centennial Wealth Advisory, LLC independent RIA | Centennial Advisors, LLC independent RIA | RIA to RIA | May 3, 2019 | Mar 25, 2019 |
| Kevin Eugene Wade | Centennial Wealth Advisory, LLC independent RIA | Centennial Advisors, LLC independent RIA | RIA to RIA | May 3, 2019 | Apr 4, 2019 |
| Zachary Michael Zager | Centennial Wealth Advisory, LLC independent RIA | Ae Wealth Management, LLC other | Other | Nov 2, 2016 | Nov 16, 2016 |
Page 1 of 1
4 moves match.