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 Gierl Augustine Investment Management, 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
David J KingGierl Augustine Investment Management, Inc. independent RIAStratos Wealth Advisors LLC independent RIARIA to RIAJun 19, 2020Jan 2, 2020
Gary Earl AugustineGierl Augustine Investment Management, Inc. independent RIAStratos Wealth Advisors LLC independent RIARIA to RIAJun 19, 2020Jan 2, 2020
Timothy AugustineGierl Augustine Investment Management, Inc. independent RIAStratos Wealth Advisors LLC independent RIARIA to RIAJun 19, 2020Jan 2, 2020
Cassidy Hill SchmidtGierl Augustine Investment Management, Inc. independent RIAStratos Wealth Advisors LLC independent RIARIA to RIAJun 19, 2020Jan 3, 2020
Curt David KnotickGierl Augustine Investment Management, Inc. independent RIAAsg Investment Management, LLC independent RIARIA to RIAOct 3, 2018Apr 18, 2018
Ethan James LaneGierl Augustine Investment Management, Inc. independent RIAAsg Investment Management, LLC independent RIARIA to RIAOct 3, 2018Apr 24, 2018
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6 moves match.