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

Arrivals at Trustmont Advisory Group, 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
Martin Edward LeeSpc otherTrustmont Advisory Group, Inc. otherOtherDec 8, 2009Apr 13, 2010 (126 d)
Victor Lee HessKms Financial Services, Inc otherTrustmont Advisory Group, Inc. otherOtherNov 11, 2009Mar 3, 2010 (112 d)
Mark William PetroIndependent Advisers Group Corp otherTrustmont Advisory Group, Inc. otherOtherNov 3, 2009Nov 2, 2009
John Gererd SonntagWaterstone Financial Group, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherAug 26, 2009Sep 2, 2009
Donald John BarzakWaterstone Financial Group, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherAug 19, 2009Apr 27, 2016 (2443 d)
Robert Armando RuffoloWaterstone Financial Group, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherAug 13, 2009Oct 26, 2009 (74 d)
David Neil GordonIntegrity Alliance, LLC otherTrustmont Advisory Group, Inc. otherOtherJul 22, 2009Dec 4, 2009 (135 d)
John Paul ReisingVoya Financial Advisors, Inc. otherTrustmont Advisory Group, Inc. otherOtherJun 5, 2009Jun 9, 2009
Merle Dean KoonOsaic Fa, Inc. otherTrustmont Advisory Group, Inc. otherOtherApr 13, 2009May 14, 2009 (31 d)
Robert John KostyOsaic Fs, Inc. otherTrustmont Advisory Group, Inc. otherOtherMar 13, 2009May 8, 2009 (56 d)
Alan Stephen PranskyOsaic Fs, Inc. otherTrustmont Advisory Group, Inc. otherOtherFeb 27, 2009May 8, 2009 (70 d)
C Gene PavlikowskiFirst Montauk Securities Corp. unclassifiedTrustmont Advisory Group, Inc. otherOtherNov 17, 2008Jan 4, 2017 (2970 d)
John Joseph NavinEnvision Investment Advisors, LLC unclassifiedTrustmont Advisory Group, Inc. otherOtherJul 9, 2008Aug 14, 2008 (36 d)
Michael Andre TaylorNational Planning Corporation ("Npc Of America" In Fl & Ny) otherTrustmont Advisory Group, Inc. otherOtherJan 23, 2008Mar 6, 2009 (408 d)
Robert HarwoodKalos Management otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2007Apr 16, 2008 (107 d)
Steven Michael HagofskyLegacy Advisory Services, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherJul 13, 2007Jan 7, 2008 (178 d)
Gregory Scott TealVoya Financial Advisors, Inc. otherTrustmont Advisory Group, Inc. otherOtherMay 4, 2007May 10, 2007
Anthony Charles HladekDibiase & Ruscetti Associates, Inc. otherTrustmont Advisory Group, Inc. otherOtherApr 24, 2007Apr 19, 2007
Walter PachniukAdvisorsone,LLC unclassifiedTrustmont Advisory Group, Inc. otherOtherJan 14, 2005Jul 8, 2008 (1271 d)
David George SzaboIntegrated Asset Management, LLC otherTrustmont Advisory Group, Inc. otherOtherOct 13, 2004Nov 9, 2004
John Francis MillonHackett Associates, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherAug 13, 2004Aug 30, 2004
Wayne WashowichCitizens Securities, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 7, 2003Mar 25, 2009 (2057 d)
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82 moves match.