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 E & G Advisors, LLC
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 |
|---|---|---|---|---|---|
| Jeffrey Dastmalchian | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | E & G Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 1, 2018 | Apr 2, 2018 (32 d) |
| Saif Z Omer | Waddell & Reed other | E & G Advisors, LLC other | Other | Sep 21, 2012 | Sep 18, 2012 |
Page 1 of 1
2 moves match.