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 Fcg Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Steven Patrick FordFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Sep 24, 2020
Gary Evan FoxFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 24, 2020
L. Paul DorseyFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 21, 2020
Nathaniel Edward JohnsonFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 21, 2020
Robert Saxton FowlerFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 21, 2020
Steven Othello MeglioFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 24, 2020
Leigh C RussoFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 24, 2020
John Anthony CombiasFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 24, 2020
Zachary OyerFcg Wealth Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Aug 21, 2020
Donald Paul La FronzFcg Wealth Management, LLC independent RIANew Amsterdam Wealth Planning no RAUMRIA to a newly registered adviserAug 25, 2020Aug 19, 2020
Michelle Patricia MackinFcg Wealth Management, LLC independent RIAPrivate Advisor Group, LLC independent RIARIA to RIAAug 18, 2020Aug 18, 2020
Barry W YergerFcg Wealth Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseApr 12, 2018Jan 31, 2023 (1755 d)
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12 moves match.