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 Acg Wealth Inc.
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 |
|---|---|---|---|---|---|
| Jeffrey Tyler Shaver | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jun 30, 2022 |
| Kevin Lamar Rainwater | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2022 | Apr 26, 2021 |
| Joseph P Young | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jul 6, 2022 |
| David T Weitz | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Apr 8, 2022 |
| Frank Tamplin | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Apr 7, 2022 |
| Ryan Malec | Acg Wealth Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 16, 2022 | Jan 13, 2022 |
| Richard Oren Artzi | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 30, 2021 | Jun 11, 2019 |
| David Murray Mcinnis | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 30, 2021 | Jun 3, 2019 |
| Richard Michael Reasoner | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2021 | Jan 12, 2022 (43 d) |
| Thomas Eugene James | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 30, 2021 | Dec 21, 2021 |
| Patrick Rankin Chitwood | Acg Wealth Inc. independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2021 | Nov 30, 2021 |
| David Yancey Millican | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | Other | Apr 27, 2021 | Jul 21, 2017 |
| Stephen John Ferencik | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Mar 22, 2021 | Apr 7, 2020 |
| Mark Alan Thompson | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Mar 22, 2021 | Jun 19, 2019 |
| Mark Alexander Reffett | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Mar 5, 2021 | Jun 3, 2019 |
| Scott Mcquilken | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Feb 23, 2021 | Feb 3, 2021 |
| Burwell Spurlock Geiger | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 20, 2020 | Mar 9, 2020 |
| Danny Lee Moore | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 20, 2020 | Sep 8, 2025 (1753 d) |
| David Griswold Curry | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 20, 2020 | Jun 3, 2019 |
| Matthew W Canine | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 20, 2020 | Jun 18, 2019 |
| Christopher J Dennis | Acg Wealth Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Dec 6, 2019 | Dec 24, 2019 |
| David Belotte | Acg Wealth Inc. independent RIA | Rockefeller Capital Management independent RIA | RIA to RIA | Mar 18, 2019 | Apr 1, 2019 |
| Evan Peabody Carter | Acg Wealth Inc. independent RIA | Signaturefd, LLC independent RIA | RIA to RIA | Mar 14, 2019 | Mar 29, 2019 |
| Gregory Fink | Acg Wealth Inc. independent RIA | Gratus Capital, LLC independent RIA | RIA to RIA | Jan 30, 2019 | May 28, 2020 (484 d) |
| Jennifer Ford Deloach | Acg Wealth Inc. independent RIA | Securian Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2018 | Jul 20, 2018 |
| Stanley Lewandoski | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 2, 2018 | Apr 4, 2018 |
| Jason Corey Griggs | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 2, 2018 | Mar 28, 2018 |
| Paul Donald Bowers | Acg Wealth Inc. other | Adi Dassler International Family Office USA Limited Partnership no RAUM | Other | Mar 20, 2018 | Mar 5, 2018 |
| Robert David Haggard | Acg Wealth Inc. other | Adi Dassler International Family Office USA Limited Partnership no RAUM | Other | Mar 16, 2018 | Mar 6, 2018 |
| Bradley Ross Sims | Acg Wealth Inc. other | Retirement Fund Management other | Other | Sep 29, 2017 | Oct 17, 2017 |
| Laura Sithens | Acg Wealth Inc. other | Merit Financial Advisors other | Other | Mar 2, 2015 | Jun 4, 2015 (94 d) |
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31 moves match.