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 Spg Advisors 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 |
|---|---|---|---|---|---|
| Carl Martin Lovsted | Spg Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 26, 2025 | Nov 3, 2025 (38 d) |
| Cody Allen Crawford | Spg Advisors LLC independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Sep 10, 2025 | Oct 13, 2025 (33 d) |
| Charlene M Nelson | Spg Advisors LLC independent RIA | Sound Income Strategies, LLC independent RIA | RIA to RIA | Aug 2, 2024 | Jul 18, 2024 |
| Quinton Gerard Mcdermott | Spg Advisors LLC independent RIA | Intellectus Partners, LLC independent RIA | RIA to RIA | Mar 25, 2024 | Feb 7, 2024 |
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4 moves match.