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 Capstone Advisory Group LLC

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
Patrice Marie MacgibbonCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 19, 2019
Scott Michael SiverhusCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 18, 2019
Gregory Jerald MortensonCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 17, 2019
Samuel Thomas SchuetteCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 18, 2019
David William BriggsCapstone Advisory Group LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 29, 2020Jan 3, 2022 (674 d)
Eric Edward WegnerCapstone Advisory Group LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 23, 2019Oct 2, 2019
Michael Nathan LauerCapstone Advisory Group LLC otherAdvisornet Wealth Partners otherOtherJun 12, 2017Jul 10, 2017
Jon James MelanderCapstone Advisory Group LLC otherValmark Advisers, Inc. otherOtherFeb 23, 2015Feb 27, 2015
Paul Daniel WoolfreyCapstone Advisory Group LLC otherCambridge Investment Research Advisors, Inc. otherOtherApr 14, 2014Jan 28, 2014
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9 moves match.