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 Omnistar Financial 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
Bryce EdmisterOmnistar Financial Group, Inc. independent RIAMasonboro Advisors independent RIARIA to RIAFeb 13, 2023Feb 16, 2023
Sarah HaynesOmnistar Financial Group, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 9, 2021Mar 26, 2021
Louis Stanley WetmoreOmnistar Financial Group, Inc. independent RIAAdvisory Services Network independent RIARIA to RIAApr 8, 2021Apr 9, 2021
Eric Dwayne WhitenerOmnistar Financial Group, Inc. independent RIAAdvisory Services Network independent RIARIA to RIAApr 8, 2021Mar 16, 2021
Jason Douglas BeckleyOmnistar Financial Group, Inc. independent RIAAdvisory Services Network independent RIARIA to RIAApr 8, 2021Mar 16, 2021
Alexander Jackman NolanOmnistar Financial Group, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 12, 2021Jun 9, 2021 (117 d)
Alex Garner McdonaldOmnistar Financial Group, Inc. otherHightower Advisors, LLC otherOtherApr 26, 2017May 3, 2017
Julie Helms LancasterOmnistar Financial Group, Inc. otherBb&T Investment Services, Inc. no RAUMOtherMay 21, 2015Jan 15, 2015
Brett Justin TushinghamOmnistar Financial Group, Inc. otherTushingham Wealth Strategies, LLC unclassifiedOtherMay 19, 2014May 6, 2014
Amy Reavis SigmonOmnistar Financial Group, Inc. otherWells Fargo Advisors wirehouseOtherOct 16, 2013Oct 21, 2013
Dennis Gerald StokleyOmnistar Financial Group, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherAug 22, 2013Jan 14, 2014 (145 d)
Brent Christopher McdonaldOmnistar Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 27, 2010Jun 25, 2010
Douglas Anthony RongoOmnistar Financial Group, Inc. otherBrookstreet Securities Corporation unclassifiedOtherMar 27, 2007Jun 5, 2006
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13 moves match.