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 Sgh 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
Travis Gerrit VeenhuisSgh Wealth Management independent RIAZhang Financial independent RIARIA to RIAMar 18, 2026Mar 16, 2026
Brett Joseph BujdosSgh Wealth Management independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 19, 2025Feb 11, 2026 (84 d)
Jalen GarrettSgh Wealth Management independent RIARehmann Wealth independent RIARIA to RIAOct 14, 2022Jan 10, 2023 (88 d)
Andrew NottmeierSgh Wealth Management independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2022Feb 13, 2024 (518 d)
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4 moves match.