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 Slagle Financial, 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 |
|---|---|---|---|---|---|
| Antonio E Perez | First Command Advisory Services BD affiliated | Slagle Financial, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 2, 2026 |
| Jonathan Christian Cathey | Oxenfree Financial independent RIA | Slagle Financial, LLC. independent RIA | RIA to RIA | Feb 2, 2026 | Mar 2, 2026 |
| Jack R Mitchell | Raymond James & Associates, Inc. national BD | Slagle Financial, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2023 | May 22, 2023 |
| Jeffrey Lind Cherry | Cherry Wealth Advisors unclassified | Slagle Financial, LLC. independent RIA | Other | Dec 31, 2022 | Sep 28, 2022 |
| Chad Andrew Tobin | Brookstone Capital Management LLC other | Slagle Financial, LLC. independent RIA | Other | Jan 4, 2010 | May 29, 2009 |
| Chad A Slagle | Brookstone Capital Management LLC other | Slagle Financial, LLC. independent RIA | Other | Oct 26, 2009 | May 29, 2009 |
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6 moves match.