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 Investology 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 |
|---|---|---|---|---|---|
| Omar Hazem Barakat | Legacy Wealth Management Inc. independent RIA | Investology Inc. independent RIA | RIA to RIA | Apr 15, 2024 | Mar 24, 2026 (708 d) |
| Ehab Aly Selim | Osaic Fa, Inc. other | Investology Inc. independent RIA | Other | Jul 18, 2017 | Jul 11, 2017 |
| Amr Mohammed Anwar Alian | Azzad Asset Management, Inc. other | Investology Inc. independent RIA | Other | Nov 21, 2005 | Nov 16, 2005 |
| Ameen Mohammad Estaiteyeh | Azzad Asset Management, Inc. other | Investology Inc. independent RIA | Other | Nov 3, 2003 | Jun 4, 2004 (214 d) |
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4 moves match.