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 Agw Capital Advisors

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
Reeya Hiren PatelAgw Capital Advisors independent RIAUrs Advisory independent RIARIA to RIAJun 1, 2026Sep 14, 2026 (105 d)
Rachel ToscanoAgw Capital Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 18, 2026Aug 13, 2026 (87 d)
Eugene Ray CharlesAgw Capital Advisors mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJan 16, 2024Jul 19, 2024 (185 d)
Kevin N. SinghAgw Capital Advisors mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 30, 2023Oct 18, 2022
Daniel Richard GeorgeAgw Capital Advisors mixed wealthOnepoint Bfg Wealth Partners independent RIARIA to RIAJan 20, 2021Sep 8, 2026 (2057 d)
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5 moves match.