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 Intrua 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ernest Kelly Young | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 12, 2021 |
| Jeffrey Don Peace | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 15, 2021 |
| Hunter Steven Hart | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 15, 2021 |
| Julie Lynn Boswell | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 15, 2021 |
| Ryan Chandler Edwards | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 18, 2021 |
| Bradley R Mcentee | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 15, 2021 |
| Kevin Lee Sherman | Intrua Advisory Group LLC independent RIA | Intrua Financial independent RIA | RIA to RIA | Dec 9, 2021 | Nov 15, 2021 |
| Devin Anthony Carroll | Intrua Advisory Group LLC independent RIA | Strategic Financial Concepts, LLC independent RIA | RIA to RIA | Nov 18, 2020 | Nov 20, 2020 |
| Brandon Renfro | Intrua Advisory Group LLC independent RIA | Belonging Wealth Management state registered | RIA to a state-registered adviser | Nov 1, 2018 | Mar 16, 2018 |
| David Patrick Nadeau | Intrua Advisory Group LLC other | LPL Financial LLC other | Other | May 22, 2015 | Jul 23, 2015 (62 d) |
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10 moves match.