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 Advanced Advisor 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.

AdvisorFromToTypeLeftRegistered
Brian Thomas LimborgAdvanced Advisor Group, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIASep 10, 2026Aug 15, 2026
Joshua Ryan DeckerAdvanced Advisor Group, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAAug 28, 2024Jul 29, 2024
Tammy Lee HolsteinAdvanced Advisor Group, LLC independent RIAEfs Advisors independent RIARIA to RIAFeb 20, 2023Mar 30, 2022
Patrick Jon SchervenAdvanced Advisor Group, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIADec 10, 2018Aug 15, 2026 (2805 d)
Thomas Wayne OttmanAdvanced Advisor Group, LLC independent RIAAquinas Capital Advisors LLC state registeredRIA to a state-registered adviserMay 25, 2016May 26, 2016
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5 moves match.