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 Abg Consultants
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 |
|---|---|---|---|---|---|
| Ryan Knebel | Efficient Advisors independent RIA | Abg Consultants other | Other | Dec 15, 2025 | Jan 12, 2026 |
| Thomas L Smith | Oneamerica Securities, Inc. BD affiliated | Abg Consultants institutional | Other | Dec 31, 2024 | Aug 14, 2026 (591 d) |
| Michael Spencer Loveless | Concourse Financial Group Advisors BD affiliated | Abg Consultants institutional | Other | Aug 7, 2024 | Jul 15, 2026 (707 d) |
| Tabitha Ann Garreffa | Fluent Financial, LLC independent RIA | Abg Consultants institutional | Other | Nov 10, 2021 | Nov 18, 2021 |
| Thomas Arthur Krusic | Brighton Jones LLC other | Abg Consultants other | Other | Feb 21, 2017 | Jan 4, 2018 (317 d) |
| Wesley Ted Jensen | Nations Financial Group, Inc. other | Abg Consultants other | Other | Nov 14, 2008 | Dec 3, 2008 |
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6 moves match.