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 Capital Point Financial Group, Ltd.

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
John Michael SelzerCapital Point Financial Group, Ltd. independent RIAAllworth Financial, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Jan 2, 2024
David Scott HogaboomCapital Point Financial Group, Ltd. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Apr 14, 2021
John J LongCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 21, 2023
Matthew John FountainCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 20, 2023
David William ChadwickCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 20, 2023
Martin John FogartyCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Apr 2, 2024 (85 d)
Patrick GillCapital Point Financial Group, Ltd. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Mar 5, 2024 (57 d)
Brendan Michael KrahlCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 21, 2023
Konrad ZagzebskiCapital Point Financial Group, Ltd. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Nov 3, 2021
Casey W MossCapital Point Financial Group, Ltd. independent RIATotal Clarity Wealth Management, Inc independent RIARIA to RIAJan 8, 2024Dec 18, 2023
Page 1 of 1
10 moves match.