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 Concord Equity Group Advisors, 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 |
|---|---|---|---|---|---|
| Kirk Edward Loury | Concord Equity Group Advisors, LLC no RAUM | Mcm Wealth independent RIA | Other | Aug 2, 2012 | Jun 16, 2026 (5066 d) |
| Patrick Charles Homan | Concord Equity Group Advisors, LLC no RAUM | LPL Financial LLC other | Other | Aug 2, 2012 | Aug 9, 2011 |
| Daniel Michael Kelly | Concord Equity Group Advisors, LLC no RAUM | Fintegra, LLC other | Other | Aug 31, 2009 | Oct 27, 2009 (57 d) |
| Dirk Claas Jacobs | Concord Equity Group Advisors, LLC no RAUM | Independent Financial Group, LLC BD affiliated | Other | Sep 19, 2008 | Jan 16, 2024 (5597 d) |
| William Ignatius Russo | Concord Equity Group Advisors, LLC no RAUM | American Portfolios Advisors, Inc other | Other | Sep 19, 2008 | Aug 25, 2008 |
| David Gregory Stitt | Concord Equity Group Advisors, LLC no RAUM | Paulson Investment Company, LLC other | Other | Jul 3, 2008 | Aug 15, 2008 (43 d) |
| Daniel Thomas Rayl | Concord Equity Group Advisors, LLC no RAUM | American Portfolios Advisors, Inc other | Other | Jul 3, 2008 | Sep 4, 2008 (63 d) |
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7 moves match.