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 Sagevest Wealth Management

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
Matthew AlbrittonSagevest Wealth Management independent RIAAmj Financial Wealth Management LLC independent RIARIA to RIADec 1, 2023Jan 26, 2024 (56 d)
Ryan Christopher PhillipsSagevest Wealth Management independent RIAEvermay Wealth Management, LLC independent RIARIA to RIAMar 23, 2020Mar 31, 2020
Michael FuhrSagevest Wealth Management independent RIAEvergreen Wealth Services state registeredRIA to a state-registered adviserJan 26, 2020Mar 11, 2020 (45 d)
Yevgeniy ShvetsSagevest Wealth Management independent RIACapitol Securities Management, Inc. independent RIARIA to RIASep 12, 2018Feb 13, 2019 (154 d)
Alison Leigh SegallSagevest Wealth Management otherWorld Investment Advisors, LLC otherOtherSep 21, 2012Feb 21, 2017 (1614 d)
Sarah MouserSagevest Wealth Management otherSavant Wealth Management otherOtherAug 16, 2011Jun 30, 2012 (319 d)
Jiyon W TumanSagevest Wealth Management otherWealthspring Financial Advisors, LLC state registeredOtherOct 10, 2008Jan 3, 2011 (815 d)
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7 moves match.