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 Advantage Investment Management
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 |
|---|---|---|---|---|---|
| Michael Joseph Garton | Benchmark Advisory Services, LLC independent RIA | Advantage Investment Management independent RIA | RIA to RIA | Jul 8, 2021 | Feb 6, 2025 (1309 d) |
| William Thomas Fowler | Commonwealth Financial Advisors, LLC unclassified | Advantage Investment Management independent RIA | Other | Oct 27, 2020 | Nov 20, 2020 |
| Donald Lee Garton | Osaic Fs, Inc. other | Advantage Investment Management independent RIA | Other | Oct 19, 2005 | Oct 25, 2010 (1832 d) |
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3 moves match.