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 Exemplar Wealth 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 |
|---|---|---|---|---|---|
| Cory Phillip Reader | Exemplar Wealth Advisors, LLC state registered | Brogan Asset Management, LLC state registered | Other | Oct 7, 2024 | Jul 14, 2026 (645 d) |
| Brian D Brogan | Exemplar Wealth Advisors, LLC state registered | Alden Investment Group independent RIA | Other | Jun 21, 2024 | Oct 17, 2024 (118 d) |
| Dinitia Yvonne Cazy | Exemplar Wealth Advisors, LLC state registered | Blacktower Financial Management (US) LLC independent RIA | Other | Oct 2, 2023 | Sep 23, 2024 (357 d) |
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3 moves match.