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 Sensus Wealth Management 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 |
|---|---|---|---|---|---|
| Victor Jeffrey Larsen | B. Riley Wealth Advisors, Inc. other | Sensus Wealth Management Group LLC state registered | Other | Oct 26, 2017 | Nov 8, 2017 |
| Steven Michael Damiani | Osaic Institutions, Inc. other | Sensus Wealth Management Group LLC state registered | Other | Nov 13, 2015 | May 13, 2016 (182 d) |
| Rozanne Mcmanus | Investment Professionals, Inc. other | Sensus Wealth Management Group LLC state registered | Other | Dec 31, 2013 | Feb 25, 2014 (56 d) |
| Daniel Eugene Rodriguez | Investment Professionals, Inc. other | Sensus Wealth Management Group LLC state registered | Other | Oct 14, 2013 | Oct 7, 2013 |
| Robert E Emrich | Alliancebernstein L.P. other | Sensus Wealth Management Group LLC state registered | Other | Oct 13, 2008 | Jul 8, 2014 (2094 d) |
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5 moves match.