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 Silverleaf Advisor 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
Peter J DaikerSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 4, 2022
Renee Jean WelchSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 4, 2022
Curtis Lynn KruegerSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Patricia Lynn Sacco KruegerSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Latonya Lee BousquetSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Timothy Moylan VanderlooSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Daniel Charles BenedumSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Jan 2, 2026 (1373 d)
Timothy John KellySilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Abraham M. GlaserSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Justin Michael GibsonSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
James Joseph StanekSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Eric Michael MulliganSilverleaf Advisor Group, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAMar 31, 2022Mar 2, 2022
Fred William SchellpeperSilverleaf Advisor Group, LLC independent RIAThe Wealth Consulting Group independent RIARIA to RIAMar 30, 2022Apr 6, 2022
Lindsay June SchellpeperSilverleaf Advisor Group, LLC independent RIAThe Wealth Consulting Group independent RIARIA to RIAMar 30, 2022Apr 6, 2022
Mark Edward PogrebaSilverleaf Advisor Group, LLC independent RIAAvior Wealth Management, LLC independent RIARIA to RIAAug 6, 2021Aug 12, 2021
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15 moves match.