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 Allegheny Financial Group
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 |
|---|---|---|---|---|---|
| Caleb Robert David Boy | Key Investment Services LLC BD affiliated | Allegheny Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | May 28, 2026 |
| Philip Romano | Allegheny Investments other | Allegheny Financial Group other | Other | Feb 10, 2017 | Jan 17, 2014 |
| William Brett Merrell | Allegheny Investments other | Allegheny Financial Group other | Other | Sep 18, 2015 | Jan 16, 2014 |
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3 moves match.