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 Allegis Investment Advisors, 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
Michael Booth LittledikeAllegis Investment Advisors, LLC independent RIACapita Financial Network, LLC no RAUMOtherApr 9, 2019Feb 16, 2018
Daren Spencer WrightAllegis Investment Advisors, LLC independent RIACottonwood Asset Management LLC state registeredRIA to a state-registered adviserAug 13, 2018Aug 28, 2018
Ryan Christian O'SheaAllegis Investment Advisors, LLC independent RIACottonwood Asset Management LLC state registeredRIA to a state-registered adviserAug 13, 2018Aug 28, 2018
Brady Skidmore WebbAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAAug 13, 2018Sep 25, 2018 (43 d)
Staci Ann CompagnoAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAJul 20, 2018Apr 11, 2019 (265 d)
Alan Russel HodgsonAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJul 19, 2018Apr 9, 2018
Thomas ParkinAllegis Investment Advisors, LLC independent RIAFbl Wealth Management, LLC no RAUMRIA to a newly registered adviserJul 19, 2018Mar 20, 2019 (244 d)
Nathan Wade RydalchAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 19, 2018Jun 21, 2018
Dan Eugene JessopAllegis Investment Advisors, LLC independent RIAAdams Wealth Advisors independent RIARIA to RIAJul 19, 2018Jul 24, 2018
Devin Dean HendersonAllegis Investment Advisors, LLC independent RIAFortunate state registeredRIA to a state-registered adviserJul 13, 2018Jul 13, 2018
Christopher Michael MillerAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAJul 12, 2018May 15, 2019 (307 d)
Eric Dean StuartAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 12, 2018Jul 16, 2018
Derek Demar BohneAllegis Investment Advisors, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2018Aug 13, 2018 (46 d)
David Daniel HarrisAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018May 31, 2018
Cody James LewisAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 28, 2018May 29, 2018
Jeffrey Roger SegelkeAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 28, 2018Jun 13, 2018
Shane Allen JensenAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018Jun 1, 2018
Adam Scott GravesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018Jun 5, 2018
Douglas Mac LangfordAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 28, 2018Jun 1, 2018
Michael Dale HoodAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 28, 2018Jun 4, 2018
Rodney Austin WalkerAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 22, 2018May 23, 2018
Jeffrey Brent JohnsonAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 20, 2018May 29, 2018
Charles Elmer SorensenAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 20, 2018Jun 15, 2018
Matthew Taylor HoskinsAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 20, 2018May 24, 2018
Jaron Allen MunkAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 20, 2018May 24, 2018
Jeffrey Carl IngersollAllegis Investment Advisors, LLC independent RIAMagellan Capital LLC unclassifiedOtherJun 20, 2018Jul 13, 2018
Jerry Marlin ToombsAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 18, 2018Jun 15, 2018
Paul Gordon EwellAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 15, 2018May 22, 2018
Zaccary Spencer CallAllegis Investment Advisors, LLC independent RIACapita Financial Network, LLC no RAUMRIA to a newly registered adviserJun 15, 2018Feb 16, 2018
Tyler Kirt WilliamsonAllegis Investment Advisors, LLC independent RIACapita Financial Network, LLC no RAUMRIA to a newly registered adviserJun 15, 2018Feb 16, 2018
Michael John GibbsAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 14, 2018May 16, 2018
Timothy Michael MurphyAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 14, 2018May 24, 2018
Wayne Cook ClarkAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserJun 14, 2018May 16, 2018
Christopher Gammell HedquistAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMay 17, 2018Nov 1, 2017
Kent William BinningAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 10, 2018May 2, 2018
Charles Ryan DunnAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 9, 2018May 31, 2018
Michael Stephen SandosAllegis Investment Advisors, LLC independent RIASandos Financial state registeredRIA to a state-registered adviserMay 8, 2018May 9, 2018
Bradley Tyson FerneyAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Michele Marie LawsAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Joseph Earl PondAllegis Investment Advisors, LLC independent RIAArs Investment Advisors, Inc. no RAUMRIA to a newly registered adviserMay 8, 2018May 9, 2018
Richard Gordon RogersAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Nathan Leroy RosellAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 4, 2018Apr 9, 2018
Jeremy Rich JohnstonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 3, 2018Apr 4, 2018
Trenton Christopher LaporteAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 2, 2018Sep 25, 2018 (146 d)
Kimberly Kay DolemanAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 27, 2018Mar 29, 2018
Jeffrey Robert HurstAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 25, 2018Mar 26, 2018
Levi B LarsonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 25, 2018Mar 28, 2018
Jason Robert JonesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 6, 2018Mar 8, 2018
Jeffrey Ray WangsgardAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 6, 2018Mar 8, 2018
Dallen Wade WilliamsAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 4, 2018Mar 8, 2018
Jennifer Lynne LandonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMar 29, 2018Jan 17, 2018
Jordan Cal AndersonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMar 29, 2018Jan 17, 2018
Robert John BeckAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Paul Alfred ColesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Mason Michael PageAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Bradley Jay ChristensenAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 1, 2018
Matthew Kip MendenhallAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 1, 2018
Trent Lewis JohnsonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 2, 2018
Garen Tanner WinnAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
Seth Larson MerrillAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
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79 moves match.