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 Argosy Wealth Management

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
Donna HickoArgosy Wealth Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 12, 2021Aug 28, 2020
Federico AvendanoArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Oct 13, 2025 (1676 d)
Christina Louise HungArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Jul 21, 2020
Hrachya Rich DavtyanArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2021Jul 21, 2020
Kyle RayArgosy Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 11, 2021Jul 21, 2020
Iris Bullicer IlaoArgosy Wealth Management independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankFeb 7, 2019Mar 15, 2019 (36 d)
Raymond Max MorrillArgosy Wealth Management otherChoreo, LLC otherOtherMar 29, 2017Mar 23, 2017
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7 moves match.