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 Advantage Retirement Group
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 |
|---|---|---|---|---|---|
| Alfred Michael Tounjian | Advantage Retirement Group independent RIA | Advantage Wealth Partners no RAUM | RIA to a newly registered adviser | Mar 28, 2024 | Feb 8, 2024 |
| David Joshua Antonucci | Advantage Retirement Group independent RIA | Advantage Wealth Partners no RAUM | RIA to a newly registered adviser | Mar 28, 2024 | Feb 12, 2024 |
| Donald Leonard Ross | Advantage Retirement Group independent RIA | Ross Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 18, 2019 | Jun 12, 2019 |
| David Howard Lebold | Advantage Retirement Group independent RIA | Burgos & Brein Wealth Management state registered | RIA to a state-registered adviser | Apr 2, 2019 | Nov 4, 2025 (2408 d) |
| William H Hazlett | Advantage Retirement Group independent RIA | W.H. Financial Services, Inc. state registered | RIA to a state-registered adviser | Oct 17, 2017 | Jul 12, 2017 |
| Edward Jay Loftice | Advantage Retirement Group independent RIA | Montgomery Financial independent RIA | RIA to RIA | Oct 17, 2017 | Oct 28, 2024 (2568 d) |
| Jeffrey David Montgomery | Advantage Retirement Group independent RIA | Montgomery Financial independent RIA | RIA to RIA | Mar 7, 2014 | Mar 8, 2014 |
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7 moves match.