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 Rogan & Associates
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 |
|---|---|---|---|---|---|
| Erin D Emnett | Rogan & Associates independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 19, 2026 | Jun 23, 2026 |
| Shawn Robert White | Rogan & Associates independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 15, 2025 | Feb 12, 2025 |
| David Richard Fink | Rogan & Associates other | Tsa Management Inc other | Other | Aug 3, 2015 | Sep 2, 2015 |
| Alison Elizabeth Painter | Rogan & Associates other | William R. Hough & Co. unclassified | Other | Jan 7, 2014 | Aug 14, 2000 |
| Patricia Lynn Lewis-Picard | Rogan & Associates other | Investment Centers Of America, Inc. other | Other | Dec 31, 2008 | Sep 23, 2010 (631 d) |
| Khanh Tran Lowery | Rogan & Associates other | Genworth Financial Planning Corporation unclassified | Other | Aug 4, 2003 | Sep 22, 2003 (49 d) |
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6 moves match.