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 Sageview Private Client Group, 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 |
|---|---|---|---|---|---|
| Brock Martin Becker | Creative Planning Institutional Advisors, LLC institutional | Sageview Private Client Group, LLC no RAUM | Other | Mar 13, 2026 | Mar 9, 2015 |
| Dagmara Katarzyna Frankowska | Fsc Securities Corporation BD affiliated | Sageview Private Client Group, LLC no RAUM | Other | Nov 3, 2023 | Aug 29, 2024 (300 d) |
| Ryan Scott Manaker | Cetera Advisor Networks LLC BD affiliated | Sageview Private Client Group, LLC no RAUM | Other | Jun 30, 2023 | Dec 4, 2009 |
| John Mack Majors | Cetera Advisor Networks LLC BD affiliated | Sageview Private Client Group, LLC no RAUM | Other | Jun 29, 2023 | Jun 22, 2010 |
| Douglas Anthony Webster | Cetera Advisor Networks LLC BD affiliated | Sageview Private Client Group, LLC no RAUM | Other | Jun 29, 2023 | Mar 24, 2016 |
| Randall Craig Long | Sortino Investment Management, LLC unclassified | Sageview Private Client Group, LLC no RAUM | Other | Jul 3, 2007 | Feb 13, 2015 (2782 d) |
| Douglas Anthony Webster | Walnut Street Securities, Inc. other | Sageview Private Client Group, LLC no RAUM | Other | Oct 20, 2005 | Jan 7, 2008 (809 d) |
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7 moves match.