DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Townsquare Capital, 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
Robert John BeckAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Paul Alfred ColesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Mason Michael PageAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2018Mar 5, 2018
Bradley Jay ChristensenAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 1, 2018
Matthew Kip MendenhallAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 1, 2018
Trent Lewis JohnsonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 26, 2018Mar 2, 2018
Garen Tanner WinnAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
Seth Larson MerrillAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
Tyson Lance WakleyAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 21, 2018Mar 2, 2018
Adam Keith MckellOneamerica Securities, Inc. otherTownsquare Capital, LLC mixed wealthOtherMar 6, 2018Feb 26, 2018
Brad Wilson SorensenHornor, Townsend & Kent, LLC otherTownsquare Capital, LLC mixed wealthOtherFeb 27, 2018Apr 9, 2018 (41 d)
Randall Greer SparksAllegis Investment Advisors, LLC otherTownsquare Capital, LLC otherOtherDec 21, 2017Oct 3, 2017
Raymond Wilhelm JohnsAllegis Investment Advisors, LLC otherTownsquare Capital, LLC otherOtherOct 6, 2017Oct 3, 2017
Kurt Harold BrownAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherOct 2, 2017Sep 28, 2017
Michael James FolkerAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherOct 2, 2017Jul 11, 2017
Michael John StevensAllegis Investment Advisors, LLC otherTownsquare Capital, LLC no RAUMOtherJul 5, 2017Aug 7, 2017 (33 d)
Scott G HoxerMorgan Stanley wirehouseTownsquare Capital, LLC independent RIAWirehouse to independent RIAMar 3, 2011Jul 2, 2019 (3043 d)
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77 moves match.