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 Centauri Advisory Group, Inc.

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
Craig Scott EllisCentauri Advisory Group, Inc. state registeredCs Ellis state registeredOtherMar 17, 2026Jan 21, 2026
Benjamin Paul BurkheadCentauri Advisory Group, Inc. state registeredCommonwealth Financial Network national BDOtherJan 25, 2024Jan 25, 2024
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2 moves match.