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 Advisory 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 |
|---|---|---|---|---|---|
| Sarah Marie Tenhundfeld | Pinnacle Wealth Management, Inc. mixed wealth | Asset Advisory Group Inc independent RIA | RIA to RIA | Jul 23, 2019 | Sep 18, 2019 (57 d) |
| Danielle R Seurkamp | Foster & Motley Inc other | Asset Advisory Group Inc other | Other | Dec 3, 2014 | Feb 2, 2015 (61 d) |
| Michael Elliott Raidt | Lenox Wealth Management, Inc. other | Asset Advisory Group Inc independent RIA | Other | May 9, 2014 | Mar 26, 2020 (2148 d) |
Page 1 of 1
3 moves match.