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 The Money Advisor 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 |
|---|---|---|---|---|---|
| James Robert Money | The Money Advisor Group, LLC independent RIA | Bip Alliance, LLC independent RIA | RIA to RIA | Mar 27, 2025 | Aug 15, 2024 |
| Paul Timothy Money | The Money Advisor Group, LLC independent RIA | Bip Alliance, LLC no RAUM | Other | Mar 27, 2025 | Jul 23, 2024 |
| Tyler Dakota Divyesh Kumar | The Money Advisor Group, LLC independent RIA | Bip Alliance, LLC no RAUM | RIA to a newly registered adviser | Feb 7, 2025 | Jul 10, 2024 |
| Brett Andrew Power | The Money Advisor Group, LLC independent RIA | Power Wealth Management independent RIA | RIA to RIA | Aug 26, 2021 | Jun 24, 2021 |
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4 moves match.