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 Vorpahl Wing Advisors, Inc.

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
Tim J. VorpahlVorpahl Wing Advisors, Inc. independent RIAVorpahl Wing Securities unclassifiedOtherFeb 26, 2025Sep 27, 2011
Dennis Casimier RoginskiVorpahl Wing Advisors, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2019Dec 2, 2019
Jon Ashley StrineVorpahl Wing Advisors, Inc. independent RIAVorpahl Wing Securities unclassifiedOtherDec 2, 2019Sep 27, 2011
Travis Reid MessingerVorpahl Wing Advisors, Inc. independent RIALPL Financial LLC otherOtherAug 15, 2016Sep 1, 2016
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4 moves match.