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 Ifg Advisory, 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.

Advisor	From	To	Type	Left	Registered
Micah Andrew Valentine	Raymond James Financial Services Advisors, Inc other	Ifg Advisory, LLC other	Other	Aug 17, 2017	Aug 16, 2017
Jaynell Cherie Talaber	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 2, 2017	Jun 2, 2017
Michael Shane Gaddy	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 2, 2017	Jun 1, 2017
Kelly Mathis Lee	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 2, 2017	Jun 2, 2017
Carrie Irvin Wilson	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 2, 2017	Jun 6, 2017
Kyle Robert Bochat	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 2, 2017	Jun 2, 2017
Tripp Alexander Mullen	Truist Advisory Services, Inc. other	Ifg Advisory, LLC other	Other	May 23, 2017	May 19, 2017
Robert Wayne Martin	Truist Advisory Services, Inc. other	Ifg Advisory, LLC other	Other	Apr 10, 2017	Apr 11, 2017
Steve Eric Ward	Truist Advisory Services, Inc. other	Ifg Advisory, LLC other	Other	Apr 3, 2017	Apr 5, 2017
William Claude Evans	Morgan Stanley wirehouse	Ifg Advisory, LLC other	Other	Nov 1, 2016	Oct 28, 2016
Rebekah Jo Fero	Fsc Securities Corporation other	Ifg Advisory, LLC other	Other	Aug 15, 2016	Aug 18, 2016
Jeffrey Raymond Cordell	Waddell & Reed other	Ifg Advisory, LLC other	Other	Aug 9, 2016	Jul 26, 2016
Robert Madison Day	Waddell & Reed other	Ifg Advisory, LLC other	Other	Aug 6, 2016	Jul 22, 2016
Danny Wayne Bell	Waddell & Reed other	Ifg Advisory, LLC other	Other	Aug 6, 2016	Aug 4, 2016
Stephanie Boyd Hunt	Stadion Money Management, LLC other	Ifg Advisory, LLC other	Other	May 13, 2016	Mar 27, 2017 (318 d)
John P Henson	Northwestern Mutual Investment Services,LLC no RAUM	Ifg Advisory, LLC other	Other	May 12, 2016	May 16, 2016
Richard Zakery Dearinger	Invest Financial Corporation other	Ifg Advisory, LLC other	Other	Feb 10, 2016	Feb 4, 2016
Larry Milton Ware	LPL Financial LLC other	Ifg Advisory, LLC other	Other	Feb 3, 2016	Mar 2, 2015
Arron Isaac Brisard	LPL Financial LLC other	Ifg Advisory, LLC other	Other	Feb 3, 2016	Mar 2, 2015
David William Gordon	LPL Financial LLC other	Ifg Advisory, LLC other	Other	Jan 15, 2016	Feb 2, 2016
Michael Timothy Tarrant	Invest Financial Corporation other	Ifg Advisory, LLC other	Other	Dec 15, 2015	Dec 15, 2015
Christopher Lee Jones	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Ifg Advisory, LLC other	Other	Nov 4, 2015	Nov 4, 2015
Laura Joan Latourette	LPL Financial LLC other	Ifg Advisory, LLC other	Other	Oct 28, 2015	Oct 28, 2014
Paul Kelly Loyacono	Stephens other	Ifg Advisory, LLC other	Other	Aug 13, 2015	Aug 17, 2015
Kevin Lawrence Kelly	Legacy Capital Advisors, LLC unclassified	Ifg Advisory, LLC other	Other	Jul 9, 2015	Nov 4, 2013
Christopher Nelson Kirkland	Legacy Capital Advisors, LLC unclassified	Ifg Advisory, LLC other	Other	Jul 9, 2015	Nov 19, 2013
Michael Wayne Giddeons	Independent Financial Partners other	Ifg Advisory, LLC other	Other	Jul 8, 2015	Jun 19, 2015
Ryan Christopher Hood	Osaic Fa, Inc. other	Ifg Advisory, LLC other	Other	Jul 7, 2015	Jul 20, 2015
Amy Hughes Parrish	Fintrust Capital Advisors, LLC other	Ifg Advisory, LLC other	Other	Jun 26, 2015	Jul 20, 2015
Mark Curry Cross	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Apr 17, 2015	Apr 22, 2015
John Christopher Caldwell	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Apr 17, 2015	Apr 22, 2015
Jason Oliver Norton	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Apr 17, 2015	Apr 22, 2015
J. Brian Glaze	LPL Financial LLC other	Ifg Advisory, LLC other	Other	Feb 23, 2015	Feb 23, 2015
Trenton J. Adams	Oneamerica Securities, Inc. other	Ifg Advisory, LLC other	Other	Jan 31, 2015	Feb 6, 2015
Howard Neil Katz	Osaic Fa, Inc. other	Ifg Advisory, LLC other	Other	Nov 19, 2014	Nov 12, 2014
Justin Andrew Davidson	Osaic Fa, Inc. other	Ifg Advisory, LLC other	Other	Nov 19, 2014	Nov 12, 2014
Marty Wade Mitchell	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 19, 2014	Aug 26, 2014
Kenny Blake Nichols	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 18, 2014	Aug 26, 2014
R. Mark Smith	Questar Asset Management, Inc. other	Ifg Advisory, LLC other	Other	Jun 20, 2014	Jun 17, 2014
Craig Francis Gregozeski	J.P. Morgan Securities LLC wirehouse	Ifg Advisory, LLC other	Other	Mar 19, 2014	Mar 10, 2014
Michael Louis Stone	Independent Financial Partners other	Ifg Advisory, LLC other	Other	Jan 21, 2014	Jan 7, 2014
David Todd Griffin	Independent Financial Partners other	Ifg Advisory, LLC other	Other	Dec 31, 2013	Apr 4, 2016 (825 d)
John Rowland Healy	Patton Albertson & Miller LLC other	Ifg Advisory, LLC other	Other	Dec 9, 2013	Feb 5, 2014 (58 d)
Andrews Lord Browne	Thompson Davis Asset Management other	Ifg Advisory, LLC independent RIA	Other	Mar 11, 2013	Jan 10, 2022 (3227 d)
John Land Bridgers	Alliancebernstein L.P. other	Ifg Advisory, LLC other	Other	Feb 27, 2013	Sep 22, 2014 (572 d)
Donald Warren Patrick	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 11, 2011	Jul 29, 2013 (718 d)
Kimberly Joan Deprospero	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 9, 2011	Aug 28, 2017 (2211 d)
Joseph Alan Gunther	Securities America Advisors, Inc. other	Ifg Advisory, LLC independent RIA	Other	Aug 9, 2011	Jan 30, 2024 (4557 d)
Morris Wayne Shank	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 9, 2011	Aug 22, 2017 (2205 d)
Patrick Jude Hinchey	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 9, 2011	Aug 19, 2015 (1471 d)
Henry (Hank) William Cleare	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 9, 2011	Aug 17, 2017 (2200 d)
Temp Sessoms Davis	Securities America Advisors, Inc. other	Ifg Advisory, LLC other	Other	Aug 9, 2011	Aug 28, 2015 (1480 d)
Thomas Todd Statton	LPL Financial LLC other	Ifg Advisory, LLC independent RIA	Other	Jul 14, 2011	Nov 2, 2018 (2668 d)
Gerard Guercio	Morgan Stanley wirehouse	Ifg Advisory, LLC independent RIA	Wirehouse to independent RIA	Oct 1, 2010	Jul 2, 2026 (5753 d)
William Howard Black	Cetera Investment Services LLC other	Ifg Advisory, LLC other	Other	May 14, 2008	Sep 25, 2015 (2690 d)
John Page Collins	Wells Fargo Advisors wirehouse	Ifg Advisory, LLC other	Other	Jun 18, 2003	Dec 15, 2014 (4198 d)

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116 moves match.