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 Fg Wealth Management
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 |
|---|---|---|---|---|---|
| Andrew Ellis Oster | Brecek & Young Advisors, Inc. other | Fg Wealth Management other | Other | Dec 31, 2008 | Jun 11, 2008 |
| Daniel Andrew Vise | Brecek & Young Advisors, Inc. other | Fg Wealth Management other | Other | Dec 31, 2005 | Feb 22, 2005 |
| Jon Aubrey Nettles | Brecek & Young Advisors, Inc. other | Fg Wealth Management other | Other | Dec 31, 2005 | Feb 22, 2005 |
Page 1 of 1
3 moves match.