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 Wealth Advisory 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 |
|---|---|---|---|---|---|
| Andrew Reilly Dugery | Bcg Securities, Inc. independent RIA | Wealth Advisory Group, Inc. other | Other | Nov 6, 2025 | Dec 21, 2011 |
| Gerald Lee Preschutti | Bcg Securities, Inc. BD affiliated | Wealth Advisory Group, Inc. other | Other | Dec 10, 2021 | Jul 31, 2012 |
| Ross S Rubin | Bcg Securities, Inc. other | Wealth Advisory Group, Inc. other | Other | May 31, 2016 | Sep 19, 2012 |
| Robert Norton | Logan Capital Management, Inc. other | Wealth Advisory Group, Inc. other | Other | Feb 29, 2016 | Feb 26, 2016 |
Page 1 of 1
4 moves match.