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 Albion 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.

AdvisorFromToTypeLeftRegistered
Jackson George WatsonHeritage Financial Services independent RIAAlbion Financial Group independent RIARIA to RIAJan 16, 2025Mar 18, 2025 (61 d)
Heath D HeavyCg Advisory Services independent RIAAlbion Financial Group independent RIARIA to RIAJul 23, 2024Aug 9, 2024
Anders Johnson SkagerbergDew Wealth Management independent RIAAlbion Financial Group independent RIARIA to RIAMay 7, 2024Aug 14, 2024 (99 d)
Bradley Kitt CurtisOlympus Wealth Management, LLC mixed wealthAlbion Financial Group independent RIARIA to RIAMar 13, 2023Mar 30, 2023
Adam Michael HaynesTruenorth Wealth independent RIAAlbion Financial Group independent RIARIA to RIAFeb 24, 2022Mar 30, 2023 (399 d)
Patrick Klein LunderganEquitable Advisors, LLC national BDAlbion Financial Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 12, 2019Aug 20, 2019 (39 d)
Devin B PopeOneamerica Securities, Inc. otherAlbion Financial Group otherOtherJul 10, 2006Oct 3, 2006 (85 d)
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7 moves match.