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 Ahrens Investment Partners, 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 |
|---|---|---|---|---|---|
| John Neil Morein | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Garrett Andrew Ahrens | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Perry Blaze Frey | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Kevin Joseph Simoneaux | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Dee D Becquet | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Christopher S St. Germain | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Claire Renae Stanford | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Ronald Paul Lege | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Elizabeth Alciatore Gossen | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Cory Francis Fruge | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| James Van Wallace | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Justin Paul Montreuil | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Connor Brian Mire | Ahrens Investment Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2023 | May 5, 2023 |
| Zachary Ryan Luneau | Ahrens Investment Partners, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Dec 2, 2022 | Feb 20, 2024 (445 d) |
| Edward Scott Shea | Ahrens Investment Partners, LLC independent RIA | Final Ascent Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Jul 12, 2022 | Jul 21, 2022 |
| Chase Christopher Kenner | Ahrens Investment Partners, LLC other | Summit Financial Wealth Advisors other | Other | Feb 16, 2016 | Feb 16, 2016 |
| Montgomery Gossen | Ahrens Investment Partners, LLC other | Bcm Advisors, LLC other | Other | Jan 28, 2016 | Feb 4, 2016 |
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17 moves match.