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 Sfg Investment Advisors, 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 |
|---|---|---|---|---|---|
| Steven Tyler Moyer | Everence Trust Company mixed wealth | Sfg Investment Advisors, Inc. independent RIA | RIA to RIA | Apr 30, 2019 | May 8, 2019 |
| Jason O'Meara | Great Valley Advisor Group, LLC other | Sfg Investment Advisors, Inc. other | Other | Feb 26, 2018 | Mar 12, 2018 |
| Matthew Paul Witter | Sharp Financial no RAUM | Sfg Investment Advisors, Inc. other | Other | Jan 29, 2018 | Jan 25, 2018 |
| Adam Michael Newman | Cambridge Investment Research Advisors, Inc. other | Sfg Investment Advisors, Inc. other | Other | Apr 26, 2011 | Aug 31, 2012 (493 d) |
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4 moves match.