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 Argent 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.

AdvisorFromToTypeLeftRegistered
Lucius Deyampert McgeheeArgent Retirement Plan Advisors, LLC otherArgent Advisors, Inc. independent RIAOtherAug 24, 2018Aug 27, 2018
Taylor Beck HanesArgent Retirement Plan Advisors, LLC otherArgent Advisors, Inc. independent RIAOtherAug 9, 2018Aug 9, 2018
Andrew M PendergrassLPL Financial LLC otherArgent Advisors, Inc. otherOtherJun 2, 2015Jun 2, 2015
Jeremy Owen HebertLPL Financial LLC otherArgent Advisors, Inc. otherOtherAug 18, 2014Aug 21, 2014
Michael Vaughn AntleySector Capital Management, L.L.C. otherArgent Advisors, Inc. otherOtherMay 29, 2013Apr 16, 2012
Trey Damon CurtisRaymond James Financial Services Advisors, Inc otherArgent Advisors, Inc. otherOtherOct 4, 2011Oct 4, 2011
Jared Luke TimsUvest Financial Services Group, Inc. unclassifiedArgent Advisors, Inc. otherOtherDec 4, 2008Nov 4, 2008
Byron Robert MooreUvest Financial Services Group, Inc. unclassifiedArgent Advisors, Inc. otherOtherApr 19, 2006Mar 23, 2006
Michael Vaughn AntleyUvest Financial Services Group, Inc. unclassifiedArgent Advisors, Inc. otherOtherApr 19, 2006Aug 31, 2006 (134 d)
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9 moves match.