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 Brand Asset Management Group, Inc.
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 |
|---|---|---|---|---|---|
| Kaleb Stuart Doyle | Moneta Group Investment Advisors, LLC independent RIA | Brand Asset Management Group, Inc. independent RIA | RIA to RIA | Feb 13, 2026 | Feb 13, 2026 |
| James C Blake | Thrivent Investment Management Inc. BD affiliated | Brand Asset Management Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2019 | Oct 18, 2019 |
| Ryan Thomas Bouchard | Piper Sandler & Co. no RAUM | Brand Asset Management Group, Inc. other | Other | Mar 25, 2008 | Jan 15, 2014 (2122 d) |
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3 moves match.