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 Sagent 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Thomas Becket | Sagent Wealth Management other | Aspiriant, LLC independent RIA | Other | Jun 6, 2014 | Jan 31, 2019 (1700 d) |
| John Robert Labriola | Sagent Wealth Management other | Laguna Wealth Advisors, LLC independent RIA | Other | Sep 3, 2013 | Aug 1, 2013 |
| Todd Eric Lunsford | Sagent Wealth Management other | Legacy Private Client Group, Inc. other | Other | Apr 26, 2012 | Sep 27, 2012 (154 d) |
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3 moves match.