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 Tfg Advisors

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
Timothy Patrick AtkinsonTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAAug 12, 2025Jul 1, 2025
Terry John HirschTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAJul 23, 2025Jul 1, 2025
Paul David ReileTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAJul 23, 2025Jul 1, 2025
Rebecca Mary KindigTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAJul 23, 2025Jul 1, 2025
Thomas Patrick WilliamsTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAJul 23, 2025Jul 1, 2025
Owen George CrabtreeTfg Advisors independent RIACx Institutional, LLC independent RIARIA to RIAJul 23, 2025Jul 1, 2025
Andrew NottmeierTfg Advisors independent RIASgh Wealth Management independent RIARIA to RIAMar 23, 2021Aug 3, 2021 (133 d)
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7 moves match.