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 Vfg Advisors, Inc.

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
Sheldon SingletonProsperity Economics Partners, LLC no RAUMVfg Advisors, Inc. otherOtherJul 26, 2018Apr 25, 2018
Thomas KruegerFinancial West Group otherVfg Advisors, Inc. otherOtherMar 11, 2016Jan 17, 2017 (312 d)
Eric Stanley ShafferQuest Capital Management, Inc. otherVfg Advisors, Inc. otherOtherSep 11, 2012Jun 11, 2013 (273 d)
Brian Michael LehnerSun Shine Investment Consultants, LLC unclassifiedVfg Advisors, Inc. otherOtherAug 17, 2012Oct 14, 2011
Clark David DearmondSagepoint Financial, Inc. otherVfg Advisors, Inc. otherOtherDec 16, 2010Dec 13, 2010
Mark Andrew TrewittMadison Avenue Securities, LLC otherVfg Advisors, Inc. otherOtherNov 10, 2010Nov 10, 2010
John Martin BradyMadison Avenue Securities, LLC otherVfg Advisors, Inc. otherOtherNov 10, 2010Jan 14, 2011 (65 d)
Kristopher Bryan FieldWfp Securities unclassifiedVfg Advisors, Inc. otherOtherMay 19, 2010May 18, 2010
William Frederick DelanoWfp Securities unclassifiedVfg Advisors, Inc. otherOtherMay 19, 2010May 18, 2010
Jason Bryce VanclefMadison Avenue Securities, LLC otherVfg Advisors, Inc. otherOtherOct 7, 2009Jul 21, 2009
Demetrio Joselito MunozEsi Financial Advisors otherVfg Advisors, Inc. otherOtherSep 25, 2006Jan 11, 2013 (2300 d)
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11 moves match.