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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tim J. Vorpahl | Vorpahl Wing Advisors, Inc. independent RIA | Vorpahl Wing Securities unclassified | Other | Feb 26, 2025 | Sep 27, 2011 |
| Dennis Casimier Roginski | Vorpahl Wing Advisors, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2019 | Dec 2, 2019 |
| Jon Ashley Strine | Vorpahl Wing Advisors, Inc. independent RIA | Vorpahl Wing Securities unclassified | Other | Dec 2, 2019 | Sep 27, 2011 |
| Travis Reid Messinger | Vorpahl Wing Advisors, Inc. independent RIA | LPL Financial LLC other | Other | Aug 15, 2016 | Sep 1, 2016 |
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4 moves match.