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 American Investment Services

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
Roger Kent Hall	American Investment Services other	Hall Asset Management Group, Inc. state registered	Other	Dec 31, 2012	Mar 5, 2013 (64 d)
Richard Allen Bean	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Jan 4, 2013
Shannon Scott Carson	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Jan 8, 2013
Krista Dawn Mcbeath	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Oct 15, 2012
Laurence Arnold Bowers	American Investment Services other	Gradient Advisors, LLC other	Other	Dec 31, 2012	Jan 16, 2013
Michael Joseph Alimo	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Dec 17, 2012
Lauren Ashleigh Rosberg	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Oct 10, 2012
Victor Gabriel Boltniew	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Oct 11, 2012
Gary Robert Komarek	American Investment Services other	Cg Advisory Services other	Other	Dec 31, 2012	Oct 10, 2012
Terrence F O'Reilly	American Investment Services other	Coppell Advisory Solutions LLC other	Other	Dec 21, 2012	Jan 22, 2013 (32 d)
John Mark Canada	American Investment Services other	Coppell Advisory Solutions LLC other	Other	Nov 30, 2012	Feb 1, 2013 (63 d)
Robert Duayne Moore	American Investment Services other	Sgl Financial, LLC independent RIA	Other	Nov 9, 2012	Sep 18, 2024 (4331 d)
Anthony Kayode Adenikinju	American Investment Services other	Brookstone Wealth Advisors, LLC other	Other	Nov 9, 2012	Aug 21, 2014 (650 d)
Ryan Joseph Mccarty	American Investment Services other	Cg Advisory Services other	Other	Nov 9, 2012	Jul 9, 2013 (242 d)
Thomas Frederick Austin	American Investment Services other	Cg Advisory Services other	Other	Nov 9, 2012	Aug 3, 2012
Terry Lee Tyler	American Investment Services other	Synergy Investment Group, LLC other	Other	Nov 9, 2012	Jun 12, 2008
Justin Francis Carlson	American Investment Services other	Coppell Advisory Solutions LLC other	Other	Sep 27, 2012	Nov 7, 2012 (41 d)
Thomas Walter Savino	American Investment Services other	Coppell Advisory Solutions LLC other	Other	Sep 19, 2012	Oct 10, 2012
Daniel Walter Donihue	American Investment Services other	Coppell Advisory Solutions LLC other	Other	Sep 13, 2012	Sep 17, 2012
Tad Michael Sacheck	American Investment Services other	Integrity Alliance, LLC other	Other	Sep 13, 2012	Aug 14, 2013 (335 d)
Chase Adam Leach	American Investment Services other	Gradient Advisors, LLC other	Other	Mar 9, 2012	Mar 7, 2012
Thomas J Morgan	American Investment Services other	Massey Morgan Wealth Management, LLC state registered	Other	Feb 29, 2012	Mar 7, 2012
Joshua Karl Greenberg	American Investment Services other	Motiv8 Investments LLC other	Other	Jan 30, 2012	Jul 26, 2017 (2004 d)
Anthony Leonard Geraci	American Investment Services other	Md Investment Advisors state registered	Other	Jan 10, 2012	Jan 27, 2012
Mitchell Louis Spiehs	American Investment Services other	Gradient Advisors, LLC no RAUM	Other	Jan 9, 2012	Jan 18, 2012
Peter Svend Tychsen	American Investment Services other	Gradient Advisors, LLC no RAUM	Other	Dec 20, 2011	Dec 20, 2011
Edward Gerard Siddell	American Investment Services other	Estate Planning Professionals other	Other	Jun 16, 2011	Nov 10, 2010
Michael Lawrence Albertson	American Investment Services other	Tradewell Tax & Financial, LLC unclassified	Other	Jun 16, 2011	Apr 27, 2009
Michael Gerald Terrio	American Investment Services other	The Terrio Group unclassified	Other	May 31, 2011	Feb 23, 2011
Michael William Tryon	American Investment Services other	Global Financial Private Capital, Inc. other	Other	May 11, 2011	May 13, 2011
Robert Lawrence Freitas	American Investment Services other	Prosperity Capital Advisors other	Other	Mar 30, 2011	Apr 1, 2011
Donald Fruehauf Chamberlin	American Investment Services other	Prosperity Capital Advisors other	Other	Mar 30, 2011	Mar 30, 2011
Jason L Smith	American Investment Services other	Prosperity Capital Advisors other	Other	Mar 30, 2011	Mar 25, 2011
David Matthew Alison	American Investment Services other	Prosperity Capital Advisors other	Other	Jan 10, 2011	Mar 25, 2011 (74 d)
Eric Alan Peterson	American Investment Services other	Global Financial Private Capital, Inc. other	Other	Nov 29, 2010	Jan 5, 2011 (37 d)
Ashok Hiralal Sanghavi	American Investment Services other	Global Financial Private Capital, Inc. other	Other	Nov 11, 2010	Oct 28, 2010
Roger Jay Cowen	American Investment Services other	Sgl Financial, LLC other	Other	Nov 1, 2010	Oct 19, 2012 (718 d)
Peter James Conway	American Investment Services other	Synergy Investment Group, LLC other	Other	Oct 21, 2010	Jul 23, 2008
Joseph Michael Salerno	American Investment Services other	Prosperity Capital Advisors other	Other	Oct 15, 2010	Sep 23, 2014 (1439 d)
Daniel Richard Webster	American Investment Services other	Fusion Capital, LLC other	Other	Oct 13, 2010	Oct 14, 2010
Craig Richard Cassidy	American Investment Services other	Global Financial Private Capital, Inc. other	Other	Sep 28, 2010	Jun 9, 2011 (254 d)
David S Blackston	American Investment Services other	Royal Fund Management, LLC other	Other	Jul 27, 2010	Jun 21, 2010
Danny Cory Howes	American Investment Services other	Valmark Advisers, Inc. other	Other	Jul 15, 2010	Oct 27, 2010 (104 d)
Jason Michael Mengel	American Investment Services other	Fusion Capital, LLC independent RIA	Other	Jul 2, 2010	Jan 28, 2021 (3863 d)
Alissa L Axford	American Investment Services other	Investment Centers Of America, Inc. other	Other	Apr 27, 2010	Jan 6, 2010
Steven Joseph Zanolli	American Investment Services other	Global Financial Private Capital, Inc. other	Other	Feb 23, 2010	Oct 20, 2010 (239 d)
Stephen David Dissette	American Investment Services other	Redhawk Wealth Advisors, Inc. other	Other	Dec 22, 2009	Oct 31, 2008
Randy Leon Floyd	American Investment Services other	Planmember Securities Corporation other	Other	Dec 22, 2009	Jan 6, 2010
Mark Richard Shaurette	American Investment Services other	Hynes Advisory Group LLC state registered	Other	Dec 22, 2009	Oct 3, 2014 (1746 d)
Steven Jurich	American Investment Services other	Global Financial Private Capital, Inc. other	Other	Dec 22, 2009	Jun 11, 2010 (171 d)
Rebecca Y Lin	American Investment Services other	Arete Wealth Advisors, LLC other	Other	Sep 22, 2009	Aug 14, 2009
Scott Perry Carter	American Investment Services other	Brookstone Capital Management LLC other	Other	Oct 28, 2008	Oct 7, 2009 (344 d)
Michael Lawrence Albertson	American Investment Services other	Tradewell Tax & Financial unclassified	Other	Apr 28, 2008	Oct 30, 2007

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53 moves match.