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 Genex Consulting
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 |
|---|---|---|---|---|---|
| Chad Michael Hemphill | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2025 | Nov 4, 2024 |
| Brian Allen Redders | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2025 | Nov 4, 2024 |
| Michael Joseph Sluhan | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2025 | Nov 4, 2024 |
| Ethan Marc Silverman | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2025 | Nov 4, 2024 |
| Andrew Robert Ishmael | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Quintin Andrew Hogrefe | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Todd Robert Birkenholz | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Benjamin M Klutenkamper | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Jacob Michael Hemphill | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Sarah Hehmeyer | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Robert J Drury | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Mitchel Pagano | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Nicholas Paul Werkmeister | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | Nov 4, 2024 |
| Curtis Scott Shillingsford | Genex Consulting independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 23, 2025 | Jan 14, 2025 |
| Samuel D'Arcy Cox Fox | Genex Consulting independent RIA | U.S. Bancorp Investments, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2023 | Jul 24, 2023 |
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15 moves match.