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 Sage Capital 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 |
|---|---|---|---|---|---|
| Dustin Michael Holt | Trilogy Capital, Inc. independent RIA | Sage Capital Advisors, LLC mixed wealth | RIA to RIA | Oct 14, 2020 | Aug 24, 2026 (2140 d) |
| Andrew Robert Nugent | Brandes Investment Partners, LP other | Sage Capital Advisors, LLC other | Other | Apr 23, 2018 | Jul 19, 2018 (87 d) |
| Jeffrey William Malone | Malone Capital Management Inc. unclassified | Sage Capital Advisors, LLC other | Other | Dec 31, 2013 | Jan 6, 2014 |
| J Timothy Dyer | Decision Investments, Inc. independent RIA | Sage Capital Advisors, LLC other | Other | Dec 8, 2011 | Nov 17, 2011 |
| Marmar Bazyar Binley | Wells Fargo Investments, LLC unclassified | Sage Capital Advisors, LLC other | Other | Feb 3, 2009 | Feb 3, 2010 (365 d) |
| Diana Marie Blair | Wells Fargo Investments, LLC unclassified | Sage Capital Advisors, LLC other | Other | Jul 15, 2005 | Aug 23, 2005 (39 d) |
| Matthew Allen Johnson | Wells Fargo Investments, LLC unclassified | Sage Capital Advisors, LLC other | Other | May 18, 2005 | Aug 23, 2005 (97 d) |
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7 moves match.