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 Empowerment Financial 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.

AdvisorFromToTypeLeftRegistered
Mark Joseph LangermanEmpowerment Financial Group independent RIAAscendant Advisors, LLC otherOtherMar 7, 2022Feb 28, 2012
Doni Lea LangstonEmpowerment Financial Group independent RIAAlpha Cubed Investments, LLC independent RIARIA to RIAMar 7, 2022Apr 6, 2022
Doni Lea LangstonEmpowerment Financial Group independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2020Jul 26, 2021 (223 d)
Paul Joseph SeidmanEmpowerment Financial Group independent RIAFirst Allied Securities, Inc. otherOtherFeb 12, 2018Aug 26, 2010
Michael Brent FrostEmpowerment Financial Group otherHeritage Wealth Management, LLC otherOtherJun 20, 2011Jul 7, 2011
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5 moves match.