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 Asset Consulting Group, 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 |
|---|---|---|---|---|---|
| Philip Fonseca | Edward Jones national BD | Asset Consulting Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2025 | Mar 14, 2025 |
| Phineas William Troy | UBS Financial Services Inc. wirehouse | Asset Consulting Group, LLC independent RIA | Wirehouse to independent RIA | Apr 11, 2012 | Jun 28, 2021 (3365 d) |
| Dina Marie Dilorenzo | Citigroup Global Markets Inc. other | Asset Consulting Group, LLC other | Other | Apr 11, 2005 | May 11, 2005 |
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3 moves match.