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 Csenge Advisory Group, 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.

AdvisorFromToTypeLeftRegistered
Allen Ray TaylorFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2020Apr 15, 2020
Donald R. HallFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2020May 27, 2020
James Alexander WatersFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2020May 1, 2020
Harold Dunbar CooleyFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2020Feb 4, 2020
Julie Roberts TalbotKestra Advisory Services, LLC BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Aug 16, 2022 (1054 d)
Christopher Allen TiptonKestra Advisory Services, LLC BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Oct 7, 2019
Will K KnightKestra Advisory Services, LLC BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Oct 18, 2019
William August KientzKestra Advisory Services, LLC BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2019Oct 11, 2019
David Crawford ChampionFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 11, 2019
Donald Leonard RuffinFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 9, 2019
Jerry Scott SwineyFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 6, 2019
Leonardo IrizarriWealth Transfer Advisors, LLC unclassifiedCsenge Advisory Group, LLC independent RIAOtherApr 12, 2019Aug 25, 2025 (2327 d)
Thomas Patrick CaffreyLion Street Advisors, LLC BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2018Apr 6, 2021 (827 d)
Sara Noelle WittRaymond James & Associates, Inc. national BDCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2018Feb 7, 2019 (49 d)
Roger Paul BedillionIlg Private Wealth, Inc. state registeredCsenge Advisory Group, LLC independent RIAOtherNov 8, 2018May 24, 2019 (197 d)
John Louis CsengeFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherAug 2, 2018Nov 1, 2000
Henry John KuligFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherAug 1, 2018Nov 28, 2011
Larry Jefferson TolbertFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Sep 28, 2016
Eric Dale GrantFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Jan 16, 2018
Jeffrey Kistler JonesFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Dec 12, 2017
Shawn Thomas HigginbothamFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Feb 15, 2018
Eric Jason CaisseFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Feb 20, 2001
Christopher Edward CsengeFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJul 31, 2018Dec 2, 2016
Dan Christian RoehmBenchmark Financial Wealth Advisors LLC independent RIACsenge Advisory Group, LLC independent RIARIA to RIAJul 3, 2018Nov 30, 2021 (1246 d)
James Bernard PlummerFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherApr 16, 2018Jan 5, 2015
Joseph Mccarrell PiszczorFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherApr 16, 2018Apr 1, 2013
Roger Paul BedillionFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherApr 16, 2018Oct 18, 2011
Raymundo Gutierrez ValenciaFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherJan 19, 2018Sep 2, 2016
Ralph Gerard AdamoFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC otherOtherDec 22, 2017Oct 11, 2016
George Wesley HesterNavitas Wealth Advisors, Inc. otherCsenge Advisory Group, LLC otherOtherMar 13, 2017Mar 14, 2017
John R CampbellFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherJun 15, 2016Nov 28, 2011
Sherida Lynn FergusonFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherMay 6, 2016Nov 6, 2013
Stephen James CsengeFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherJan 21, 2016Jul 5, 2005
John Louis CsengeStrategic Advisers LLC national BDCsenge Advisory Group, LLC otherOtherNov 16, 2015Aug 12, 2016 (270 d)
Sung Pyo LeeFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherJun 11, 2015Oct 13, 2011
Rodney William AmiconeFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherMay 11, 2015Nov 7, 2011
Venzon Vicencio ArominMorgan Stanley wirehouseCsenge Advisory Group, LLC otherOtherSep 19, 2014Sep 12, 2014
Christopher D FayNfp Advisor Services, LLC otherCsenge Advisory Group, LLC independent RIAOtherAug 28, 2014Feb 20, 2020 (2002 d)
Larry Gene HarnessMorgan Stanley wirehouseCsenge Advisory Group, LLC otherOtherMar 20, 2014Mar 25, 2014
Jeffrey Michael SkrabanFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherJul 26, 2013Oct 31, 2011
Kevin William La MontFsc Securities Corporation otherCsenge Advisory Group, LLC otherOtherFeb 7, 2012Oct 18, 2011
Blaine Patrick HessThe Meyers Group, Inc. unclassifiedCsenge Advisory Group, LLC otherOtherNov 18, 2009Oct 21, 2011 (702 d)
Troy Alonzo YoungStrategic Wealth Advisors Group otherCsenge Advisory Group, LLC otherOtherApr 1, 2009Oct 21, 2011 (933 d)
Dwight Lee DykstraVicus Capital, Inc. otherCsenge Advisory Group, LLC otherOtherMay 23, 2005Jul 5, 2005 (43 d)
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104 moves match.