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 Epi Financial Group
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 |
|---|---|---|---|---|---|
| Benson N Onyegbula | Epi Financial Group state registered | Asset Allocation Strategies, LLC independent RIA | Other | May 2, 2025 | Jul 22, 2025 (81 d) |
| Devin Mikel Graham | Epi Financial Group state registered | State Farm Investment Management Corp. asset manager | Other | Aug 10, 2020 | May 26, 2022 (654 d) |
| Randall Albert Knapp | Epi Financial Group state registered | Integrity Financial Advisors, LLC state registered | Other | Jul 18, 2018 | Jul 20, 2018 |
| Anthony Dean Bagneschi | Epi Financial Group state registered | Planmember Securities Corporation independent RIA | Other | Feb 28, 2018 | May 8, 2018 (69 d) |
| Robert Thomas Mcmahon | Epi Financial Group state registered | Global Financial Private Capital, Inc. other | Other | Sep 29, 2017 | Nov 21, 2017 (53 d) |
| Robert Russell Shampine | Epi Financial Group state registered | Polaris Greystone Advisory Group, LLC institutional | Other | Apr 26, 2016 | Jul 3, 2019 (1163 d) |
| Robert Thomas Mcmahon | Epi Financial Group state registered | Gradient Wealth Management other | Other | Mar 15, 2016 | Mar 10, 2016 |
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7 moves match.