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 Contego Capital 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.

AdvisorFromToTypeLeftRegistered
Betty Jean AlbitzLPL Financial LLC BD affiliatedContego Capital Group, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJan 20, 2026Jan 18, 2026
Brian Scott McclearyLPL Financial LLC BD affiliatedContego Capital Group, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIASep 20, 2024Sep 10, 2024
Dominique Michelle VillaumeSecured Retirement Advisors, LLC independent RIAContego Capital Group, Inc. mixed wealthRIA to RIAAug 15, 2024Jan 22, 2026 (525 d)
Kurt David WedewerElevation Point Wealth Partners, LLC independent RIAContego Capital Group, Inc. independent RIARIA to RIAJan 23, 2024Feb 26, 2024 (34 d)
Glenn Tad GullicksonBlackrock Investment Management, LLC otherContego Capital Group, Inc. mixed wealthOtherJan 11, 2018Oct 10, 2024 (2464 d)
Ryan Michael CarlsonMML Investors Services, LLC otherContego Capital Group, Inc. independent RIAOtherFeb 5, 2015Feb 10, 2015
Robert Joseph BrantonFintegra, LLC otherContego Capital Group, Inc. independent RIAOtherOct 31, 2014Nov 3, 2014
Paul August AlegiAdvisornet Wealth Partners otherContego Capital Group, Inc. independent RIAOtherAug 15, 2014Jul 30, 2014
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8 moves match.