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 Agh Wealth 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 |
|---|---|---|---|---|---|
| Clark Cary Armor | LPL Financial LLC BD affiliated | Agh Wealth Advisors, LLC other | Other | Jun 22, 2020 | Oct 22, 2014 |
| Timothy Aaron Penner | Advisors Asset Management, Inc. other | Agh Wealth Advisors, LLC other | Other | Sep 10, 2013 | Oct 4, 2013 |
| Kay Anne Koehler | LPL Financial LLC other | Agh Wealth Advisors, LLC other | Other | Aug 7, 2012 | Sep 14, 2009 |
| Mark Richard Ralston | MML Investors Services, LLC other | Agh Wealth Advisors, LLC other | Other | Jun 16, 2008 | Apr 21, 2008 |
| Bradly James Bechtel | MML Investors Services, LLC other | Agh Wealth Advisors, LLC other | Other | Jun 16, 2008 | Apr 18, 2008 |
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5 moves match.