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
Tyson Lance WakleyAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
Devin Ray PetersonAllegis Investment Advisors, LLC otherBrookstone Wealth Advisors, LLC independent RIAOtherDec 31, 2017Jan 5, 2018
Nathanial P FortAllegis Investment Advisors, LLC otherFoundations Investment Advisors LLC independent RIAOtherDec 22, 2017Dec 16, 2019 (724 d)
Randall Greer SparksAllegis Investment Advisors, LLC otherTownsquare Capital, LLC otherOtherDec 21, 2017Oct 3, 2017
Brian Nielsen MulberryAllegis Investment Advisors, LLC otherZacks Investment Management, Inc. otherOtherNov 20, 2017Jan 22, 2018 (63 d)
Raymond Wilhelm JohnsAllegis Investment Advisors, LLC otherTownsquare Capital, LLC otherOtherOct 6, 2017Oct 3, 2017
Steven Craig AdamsAllegis Investment Advisors, LLC otherAdams Wealth Advisors no RAUMOtherOct 2, 2017Sep 12, 2017
Kurt Harold BrownAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherOct 2, 2017Sep 28, 2017
Ryan Mathew BohmAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
Michael James FolkerAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherOct 2, 2017Jul 11, 2017
Tanner Tessmer DanceAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
Riley Stevens CrosbieAllegis Investment Advisors, LLC otherAdams Wealth Advisors otherOtherOct 2, 2017Oct 10, 2017
Michael John StevensAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherJul 5, 2017Aug 7, 2017 (33 d)
Stevan David GatesAllegis Investment Advisors, LLC otherSecurities America Advisors, Inc. otherOtherJun 19, 2017Jun 21, 2017
Stevan Heninger GatesAllegis Investment Advisors, LLC otherSecurities America Advisors, Inc. otherOtherJan 18, 2017Jan 18, 2017
John Alan ThomasAllegis Investment Advisors, LLC otherCg Advisory Services otherOtherFeb 12, 2016Feb 19, 2016
Shad RoundyAllegis Investment Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherSep 29, 2015Oct 13, 2015
Hoyt Scott RobeyAllegis Investment Advisors, LLC otherThe Retirement Solution LLC otherOtherOct 2, 2014Oct 2, 2014
Jeremy Orson DoppAllegis Investment Advisors, LLC otherSecure Investment Management, LLC otherOtherJun 18, 2014Aug 20, 2014 (63 d)
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79 moves match.