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 Marmo 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nickles Gregory Spryn | Vanguard Advisers, Inc. BD affiliated | Marmo Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | Sep 19, 2023 (119 d) |
| Sasha Stewart | Worthwhile Wealth Council state registered | Marmo Financial Group, LLC independent RIA | Other | Nov 3, 2022 | Jan 19, 2023 (77 d) |
| Scott Anthony Marmo | Triad Advisors, LLC other | Marmo Financial Group, LLC independent RIA | Other | Jul 5, 2007 | Jun 28, 2007 |
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3 moves match.