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 The Advisory Group Of San Francisco, 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.

AdvisorFromToTypeLeftRegistered
Kyle Whitney DodsonTruepoint, Inc. independent RIAThe Advisory Group Of San Francisco, LLC independent RIARIA to RIAApr 26, 2024Aug 5, 2024 (101 d)
Tanya Elizabeth RapaczArthur Stein Financial, LLC independent RIAThe Advisory Group Of San Francisco, LLC independent RIARIA to RIANov 28, 2023Nov 29, 2023
Mariame Kathryn PierceEvoadvisors independent RIAThe Advisory Group Of San Francisco, LLC independent RIARIA to RIANov 1, 2021Aug 5, 2024 (1008 d)
Ryan S ChavezMariner Advisor Network independent RIAThe Advisory Group Of San Francisco, LLC mixed wealthRIA to RIAOct 24, 2018Oct 30, 2018
Gina Crosetto HurfordChristopher Weil & Co Inc otherThe Advisory Group Of San Francisco, LLC otherOtherJun 21, 2011Oct 19, 2011 (120 d)
Lisette Chassey SmithGarnet Group LLC otherThe Advisory Group Of San Francisco, LLC otherOtherNov 3, 2009Oct 18, 2016 (2541 d)
Margaret Chandler HillerInvestorlogic, LLC unclassifiedThe Advisory Group Of San Francisco, LLC otherOtherApr 1, 2005Nov 14, 2006 (592 d)
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7 moves match.