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 Artifex Financial 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.

AdvisorFromToTypeLeftRegistered
Randolph Erik GanttWealth Dimensions Group, Ltd. otherArtifex Financial Group, LLC otherOtherAug 26, 2011Dec 5, 2012 (467 d)
John Charles GirvinGirvin Financial Education Services unclassifiedArtifex Financial Group, LLC otherOtherApr 27, 2011Apr 20, 2011
Douglas Paul KinseyFifth Third Securities, Inc. otherArtifex Financial Group, LLC otherOtherMar 23, 2007Mar 27, 2007
Darren Matthew HarpFifth Third Securities, Inc. otherArtifex Financial Group, LLC otherOtherMar 23, 2007Mar 27, 2007
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4 moves match.