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 Goodman Advisory 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 |
|---|---|---|---|---|---|
| Alan Abraham Zwicker | Goodman Advisory Group, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jan 21, 2026 | Apr 16, 2026 (85 d) |
| David Luke Barlow | Goodman Advisory Group, LLC independent RIA | Grimes & Company independent RIA | RIA to RIA | Jun 3, 2024 | Sep 26, 2024 (115 d) |
| Timothy Robert Couture | Goodman Advisory Group, LLC independent RIA | Svb Investment Services Inc. independent RIA | RIA to RIA | Mar 26, 2019 | May 28, 2019 (63 d) |
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3 moves match.