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 The Lloyd Advisory Group
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 |
|---|---|---|---|---|---|
| Creston John Maxey | The Lloyd Advisory Group independent RIA | Ifg Advisory, LLC independent RIA | RIA to RIA | Oct 10, 2025 | Oct 27, 2025 |
| Clifford Robert Hitt | The Lloyd Advisory Group independent RIA | Investus Advisers LLC unclassified | Other | Aug 8, 2018 | Sep 5, 2018 |
| Don Eugene Ash | The Lloyd Advisory Group independent RIA | Corecap Advisors no RAUM | RIA to a newly registered adviser | Nov 14, 2011 | Feb 6, 2012 (84 d) |
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3 moves match.