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 Rsg Investments 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 |
|---|---|---|---|---|---|
| Jason A Lewis | Rsg Investments LLC independent RIA | Umb Financial Services, Inc. independent RIA | RIA to RIA | Jun 18, 2026 | Aug 31, 2026 (74 d) |
| Scott Michael Sheldon | Rsg Investments LLC independent RIA | Vestgen Advisors, LLC independent RIA | RIA to RIA | Apr 22, 2025 | Jun 2, 2025 (41 d) |
| Shane Alan Martin | Rsg Investments LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Dec 11, 2024 | Jan 15, 2025 (35 d) |
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3 moves match.