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 Pentegra Investors, 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.

AdvisorFromToTypeLeftRegistered
Ashlee Nicole OgrzewallaArchford Capital Strategies, LLC independent RIAPentegra Investors, Inc. institutionalOtherAug 14, 2019Sep 24, 2019 (41 d)
Ricardo L RodriguezPrincipal Securities, Inc. BD affiliatedPentegra Investors, Inc. institutionalOtherApr 16, 2018Jun 12, 2018 (57 d)
Maegen Emily ChaudryClearbridge Investments, LLC otherPentegra Investors, Inc. otherOtherMay 31, 2017Jun 23, 2017
Boris Michael NatyshakObs Financial otherPentegra Investors, Inc. otherOtherJan 21, 2014Jun 22, 2015 (517 d)
Melissa Lee LaceyLPL Financial LLC otherPentegra Investors, Inc. otherOtherMar 5, 2013Feb 17, 2015 (714 d)
Christopher Jonathan LamarcaTd Wealth Management Services Inc. unclassifiedPentegra Investors, Inc. otherOtherAug 17, 2007Jan 24, 2017 (3448 d)
Amin Brent AntoineCetera Investment Services LLC otherPentegra Investors, Inc. otherOtherMar 7, 2006Mar 27, 2007 (385 d)
Andrew Jay WalkerInvesmart Advisors Inc unclassifiedPentegra Investors, Inc. otherOtherApr 22, 2004Jun 2, 2006 (771 d)
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8 moves match.