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 Argent Retirement Plan 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
Thomas Wilson McgeeArgent Retirement Plan Advisors, LLC institutionalTruist Advisory Services, Inc. BD affiliatedOtherAug 1, 2024Nov 27, 2024 (118 d)
Robert Bradley KnowlesArgent Retirement Plan Advisors, LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherNov 3, 2022Nov 11, 2022
Ryan Christopher BarnettArgent Retirement Plan Advisors, LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherNov 3, 2022Nov 10, 2022
Linde Allen MurphyArgent Retirement Plan Advisors, LLC institutionalM. E. Allison & Co., Inc. independent RIAOtherJan 3, 2022Jan 3, 2022
Matthew Robert McguireArgent Retirement Plan Advisors, LLC otherParallel Advisors, LLC independent RIAOtherJan 22, 2019Dec 21, 2021 (1064 d)
Lucius Deyampert McgeheeArgent Retirement Plan Advisors, LLC otherArgent Advisors, Inc. independent RIAOtherAug 24, 2018Aug 27, 2018
Taylor Beck HanesArgent Retirement Plan Advisors, LLC otherArgent Advisors, Inc. independent RIAOtherAug 9, 2018Aug 9, 2018
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7 moves match.