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 Members Advisory 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 |
|---|---|---|---|---|---|
| Connor P Allan | Equitable Advisors, LLC national BD | Members Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2020 | Feb 14, 2023 (923 d) |
| Jeffrey Arthur Cashmore | LPL Financial LLC other | Members Advisory Group, LLC other | Other | Oct 22, 2012 | Feb 12, 2014 (478 d) |
| Scott Michael Cashmore | LPL Financial LLC other | Members Advisory Group, LLC other | Other | Oct 17, 2012 | Feb 12, 2014 (483 d) |
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3 moves match.