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 Abacus Planning 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 |
|---|---|---|---|---|---|
| Stephen Elijah Maggard | Independent Advisor Alliance, LLC independent RIA | Abacus Planning Group, Inc. independent RIA | RIA to RIA | Sep 2, 2020 | Oct 6, 2021 (399 d) |
| Mary Laird Whitmire Green | Beckwith Financial Advisors, Inc. other | Abacus Planning Group, Inc. other | Other | Oct 17, 2016 | Jul 15, 2016 |
| Edward William Kramer | Usaa Financial Planning Services no RAUM | Abacus Planning Group, Inc. other | Other | Feb 28, 2014 | Feb 20, 2015 (357 d) |
| George Michael Baughman | First Horizon Advisors, Inc other | Abacus Planning Group, Inc. other | Other | Oct 3, 2007 | Mar 15, 2010 (894 d) |
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4 moves match.