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 American Financial Management Group, Ltd.

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
Stephanie White Mccullough	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Dec 31, 2017	Jun 4, 2003
Ealon Sidney Thompson	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Feb 22, 2017	Jul 12, 2016
John Wayne Chidwick	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Feb 22, 2017	Jul 12, 2016
Robert Barry Hamilton	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Sep 1, 2016	Nov 16, 2010
Kevin Frederick Hansley	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Nov 6, 2014	Oct 12, 2011
John Wallace Tonissen	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Oct 1, 2013	Dec 31, 2001
Kevin Michael Gaines	Walnut Street Securities, Inc. other	American Financial Management Group, Ltd. other	Other	Sep 3, 2013	Jan 12, 2011
Brian Rano Lueker	Walnut Street Securities, Inc. other	American Financial Management Group, Ltd. other	Other	Sep 3, 2013	Jan 8, 2013
Robert Mcintrye Flood	Inr Advisory Services, LLC other	American Financial Management Group, Ltd. other	Other	Feb 28, 2013	Jan 2, 2013
Michelle Jennifer Blass	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Aug 12, 2010	Jul 1, 2010
Kim Tejls Mortensen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	American Financial Management Group, Ltd. other	Other	Jul 3, 2007	May 14, 2009 (681 d)
James Gerard Hageney	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Jun 6, 2007	May 5, 1998
Charles Thorn Campbell	MML Investors Services, LLC other	American Financial Management Group, Ltd. other	Other	May 26, 2006	Apr 2, 2008 (677 d)
James Marshall Bruton	Ifg Russell Advisors Inc other	American Financial Management Group, Ltd. other	Other	Dec 14, 2005	Aug 15, 2000
Eugene Richard Weber	Ameriprise Financial Services, LLC national BD	American Financial Management Group, Ltd. other	Other	Oct 31, 2003	Mar 4, 2004 (125 d)

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15 moves match.