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 Centric Investment 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 |
|---|---|---|---|---|---|
| Lindsey Kay Langhans | Wambolt & Associates, LLC independent RIA | Centric Investment Group Inc independent RIA | RIA to RIA | Nov 21, 2019 | Apr 22, 2019 |
| Matthew Robert Blake | Wambolt & Associates, LLC other | Centric Investment Group Inc other | Other | Mar 5, 2018 | Mar 15, 2017 |
| Kelly Fraser | Schwab Wealth Advisory, Inc. other | Centric Investment Group Inc independent RIA | Other | Nov 15, 2017 | Feb 22, 2019 (464 d) |
| Gregory Alan Wambolt | Metis, L.L.C. other | Centric Investment Group Inc other | Other | Apr 2, 2015 | May 13, 2016 (407 d) |
| Cynthia Diane Alvarez | Metis, L.L.C. other | Centric Investment Group Inc other | Other | Apr 2, 2015 | Jun 21, 2016 (446 d) |
| Louis Blyth Llanes | Geneos Wealth Management, Inc. other | Centric Investment Group Inc other | Other | Dec 31, 2006 | Nov 29, 2011 (1794 d) |
| Joshua D Taylor | Sentra Securities Corporation unclassified | Centric Investment Group Inc other | Other | Jan 14, 2003 | Sep 16, 1999 |
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7 moves match.