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 Patton Albertson Miller 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.

AdvisorFromToTypeLeftRegistered
Charles Richard AmbroselliPatton Albertson Miller Group, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAAug 6, 2025Aug 15, 2025
Bobby Allan FutchPatton Albertson Miller Group, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAAug 5, 2024Sep 3, 2024
Carolyn Louise FlournoyPatton Albertson Miller Group, LLC independent RIATrufp independent RIARIA to RIAJan 5, 2022Jan 19, 2022
Keith Allen JaworskiPatton Albertson Miller Group, LLC independent RIACi Doyle Private Wealth, LLC independent RIARIA to RIAJul 7, 2020Mar 29, 2019
Mariana Louise BattistaPatton Albertson Miller Group, LLC independent RIAAtlanta Financial Associates, LLC independent RIARIA to RIAJun 7, 2019Aug 16, 2019 (70 d)
Justin T PorterPatton Albertson Miller Group, LLC otherHhm Wealth Advisors, LLC otherOtherOct 21, 2016Oct 4, 2016
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6 moves match.