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 Allegiant Private 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.

AdvisorFromToTypeLeftRegistered
Paul Brett CantorAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Feb 2, 2022 (155 d)
Martin Jay KossoffAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 4, 2021
Benjamin William JonesAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 2, 2021
Carl Allan WatkinsAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 2, 2021
William Carl GeisdorfAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 19, 2021
Luke NicholasAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 5, 2021
Michelle J Marcus CrossAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 5, 2021
Charles Cameron DeesAllegiant Private Advisors, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2021Aug 6, 2021
Melissa Ellen WalshAllegiant Private Advisors, LLC independent RIAClarity Financial Design state registeredRIA to a state-registered adviserJul 29, 2021Sep 23, 2021 (56 d)
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9 moves match.