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 Investment Management, 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.

AdvisorFromToTypeLeftRegistered
Bradley William WernerAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherAug 1, 2012Oct 19, 2017 (1905 d)
Michelle Lee AmundsonAdvantage Investment Management, LLC otherThe Sherwin Group state registeredOtherAug 1, 2012Sep 18, 2012 (48 d)
Scott Ira LoochtanAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherAug 1, 2012Oct 27, 2017 (1913 d)
Robert Grahn TeneyckAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherAug 1, 2012Oct 25, 2017 (1911 d)
Nicholas R BiddleAdvantage Investment Management, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 1, 2012Jul 3, 2012
Daniel A NakanoAdvantage Investment Management, LLC otherMorgan Stanley wirehouseOtherAug 1, 2012Jun 30, 2014 (698 d)
Joshua Steven WoodAdvantage Investment Management, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 1, 2012Jul 23, 2012
Scott Alexander BrownAdvantage Investment Management, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 1, 2012Jul 16, 2012
Jeffrey Brian MarksAdvantage Investment Management, LLC otherCetera Investment Advisers LLC BD affiliatedOtherAug 1, 2012Mar 21, 2024 (4250 d)
Kenneth Scott SmallAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherJul 13, 2012Oct 20, 2017 (1925 d)
James Kevin WilkinsAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherJul 13, 2012Oct 23, 2017 (1928 d)
David Lee BlaydesAdvantage Investment Management, LLC otherSecurities America Advisors, Inc. otherOtherJul 13, 2012Oct 23, 2017 (1928 d)
Kevin Carl GutweinAdvantage Investment Management, LLC otherMML Investors Services, LLC otherOtherFeb 22, 2011Feb 15, 2011
Matthew WelgatAdvantage Investment Management, LLC otherWelgat Wealth Management unclassifiedOtherMar 4, 2010Jul 14, 2010 (132 d)
Janet Ann WulfAdvantage Investment Management, LLC otherNetworth Advisors otherOtherMar 3, 2010Jun 9, 2009
Steven Jay SilverAdvantage Investment Management, LLC otherWaddell & Reed otherOtherFeb 8, 2010Jan 29, 2010
Page 2 of 2Previous
76 moves match.