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 Larson Financial 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
Robert Charles ScottLarson Financial Group, LLC otherPartner Wealth state registeredOtherMar 7, 2017Mar 15, 2017
John Bocking FitchLarson Financial Group, LLC otherCornerstone Securities LLC independent RIAOtherJan 10, 2017Jan 9, 2017
Michael Wayne StalkaLarson Financial Group, LLC otherRfg Advisory, LLC mixed wealthOtherJun 27, 2016Feb 5, 2018 (588 d)
Matthew John BaisdenLarson Financial Group, LLC otherPlancorp, LLC otherOtherJun 13, 2016Jul 13, 2016
Dustin HycheLarson Financial Group, LLC otherTd Ameritrade Investment Management, LLC otherOtherMay 31, 2016Jun 13, 2016
Ashish KhannaLarson Financial Group, LLC otherFrontier Investment Management Co otherOtherDec 18, 2015Jan 7, 2016
Robert Anthony SacchettiLarson Financial Group, LLC otherEdward Jones national BDOtherJan 20, 2015Mar 7, 2016 (412 d)
Daniel Jay ConardLarson Financial Group, LLC otherLPL Financial LLC otherOtherJan 9, 2015Jan 9, 2015
Josiah D. JenningsLarson Financial Group, LLC otherLPL Financial LLC otherOtherJan 9, 2015Jan 9, 2015
Bradley John AugustineLarson Financial Group, LLC otherLPL Financial LLC otherOtherDec 23, 2014Dec 19, 2014
Michael Morgan TolliverLarson Financial Group, LLC otherLPL Financial LLC otherOtherDec 15, 2014Dec 12, 2014
Kyle Michael AkersLarson Financial Group, LLC otherTfg Advisors otherOtherOct 27, 2014Jan 7, 2015 (72 d)
Marjan KamyarLarson Financial Group, LLC otherMorgan Stanley wirehouseOtherOct 7, 2013Mar 25, 2014 (169 d)
Angela Kolb CagwinLarson Financial Group, LLC otherJ.P. Morgan Private Wealth Advisors LLC otherOtherDec 9, 2011Jan 9, 2012 (31 d)
Joshua Bradford LantzLarson Financial Group, LLC otherMd Financial Advisors / Vestment Financial independent RIAOtherMay 9, 2011Sep 30, 2013 (875 d)
Katherine Kammerzell VessenesLarson Financial Group, LLC otherCetera Advisors LLC otherOtherMar 31, 2011Jan 29, 2013 (670 d)
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76 moves match.