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 Allegis Investment 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
Kent William Binning	Eagle Strategies LLC other	Allegis Investment Advisors, LLC other	Other	Dec 7, 2017	Dec 5, 2017
Michele Marie Laws	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Allegis Investment Advisors, LLC other	Other	Oct 31, 2017	Oct 31, 2017
Joseph Earl Pond	Securian Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Mar 1, 2017	Mar 8, 2017
Daren Spencer Wright	Garda Financial other	Allegis Investment Advisors, LLC other	Other	Feb 23, 2017	Mar 9, 2017
Ryan Christian O'Shea	Garda Financial other	Allegis Investment Advisors, LLC other	Other	Feb 23, 2017	Feb 27, 2017
Bradley Tyson Ferney	Capital Synergy Partners independent RIA	Allegis Investment Advisors, LLC other	Other	Feb 15, 2017	Dec 22, 2016
Nathanial P Fort	Arbor Mutual Advisors, Inc. unclassified	Allegis Investment Advisors, LLC other	Other	Dec 31, 2016	Jul 6, 2016
Bradley Jay Christensen	Yellowstone Partners other	Allegis Investment Advisors, LLC other	Other	Dec 7, 2016	Nov 15, 2016
Paul Gordon Ewell	Lee Miles LLC state registered	Allegis Investment Advisors, LLC other	Other	Dec 2, 2016	Dec 5, 2016
Cody James Lewis	Brookstone Wealth Advisors, LLC other	Allegis Investment Advisors, LLC other	Other	Oct 27, 2016	Oct 5, 2016
Dallen Wade Williams	Hornor, Townsend & Kent, LLC other	Allegis Investment Advisors, LLC other	Other	Oct 14, 2016	Oct 27, 2016
Brian Nielsen Mulberry	Trademark Capital Management Inc. other	Allegis Investment Advisors, LLC other	Other	Sep 7, 2016	Aug 15, 2016
Charles Ryan Dunn	Park Avenue Securities LLC other	Allegis Investment Advisors, LLC other	Other	Sep 7, 2016	Sep 7, 2016
Kurt Harold Brown	Alta Capital Management LLC other	Allegis Investment Advisors, LLC other	Other	May 24, 2016	Nov 22, 2016 (182 d)
Levi B Larson	Hornor, Townsend & Kent, LLC other	Allegis Investment Advisors, LLC other	Other	May 24, 2016	Jun 28, 2016 (35 d)
Michael Stephen Sandos	Capital Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	May 19, 2016	Jun 10, 2016
Rodney Austin Walker	Smedley Financial Services Inc other	Allegis Investment Advisors, LLC other	Other	May 16, 2016	May 24, 2016
Jeffrey Carl Ingersoll	Knox Capital Advisors, LLC other	Allegis Investment Advisors, LLC other	Other	Apr 28, 2016	Apr 28, 2016
Michael John Stevens	Brookstone Wealth Advisors, LLC other	Allegis Investment Advisors, LLC other	Other	Jan 4, 2016	Jan 5, 2016
David Daniel Harris	Spc other	Allegis Investment Advisors, LLC other	Other	Dec 31, 2015	Jan 5, 2016
Riley Stevens Crosbie	Beacon Financial Planning, LLC state registered	Allegis Investment Advisors, LLC other	Other	Nov 25, 2015	Nov 30, 2015
Zaccary Spencer Call	Strategic Advisers LLC national BD	Allegis Investment Advisors, LLC other	Other	Nov 18, 2015	Nov 18, 2015
Trent Lewis Johnson	Securian Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Oct 21, 2015	Oct 21, 2015
Raymond Wilhelm Johns	Oneamerica Securities, Inc. other	Allegis Investment Advisors, LLC other	Other	Aug 10, 2015	Jul 29, 2015
Kimberly Kay Doleman	Fmsi Advisers other	Allegis Investment Advisors, LLC other	Other	Jul 31, 2015	Jul 28, 2015
Shad Roundy	Edward Jones national BD	Allegis Investment Advisors, LLC other	Other	Jul 30, 2015	Aug 6, 2015
Steven Craig Adams	Stratos Wealth Partners, Ltd other	Allegis Investment Advisors, LLC other	Other	Jun 29, 2015	Jun 26, 2015
Ryan Mathew Bohm	Stratos Wealth Partners, Ltd other	Allegis Investment Advisors, LLC other	Other	Jun 29, 2015	Jul 1, 2015
Dan Eugene Jessop	Stratos Wealth Partners, Ltd other	Allegis Investment Advisors, LLC other	Other	Jun 29, 2015	Aug 4, 2015 (36 d)
Tanner Tessmer Dance	Stratos Wealth Partners, Ltd other	Allegis Investment Advisors, LLC other	Other	Jun 29, 2015	Jul 2, 2015
Jeremy Rich Johnston	Park Avenue Securities LLC other	Allegis Investment Advisors, LLC other	Other	Jun 2, 2015	Jun 5, 2015
Alan Russel Hodgson	Commonwealth Financial Network national BD	Allegis Investment Advisors, LLC other	Other	May 5, 2015	May 1, 2015
Jeffrey Brent Johnson	Park Avenue Securities LLC other	Allegis Investment Advisors, LLC other	Other	Jan 21, 2015	Jan 22, 2015
Shane Allen Jensen	Cetera Advisor Networks LLC other	Allegis Investment Advisors, LLC other	Other	Nov 6, 2014	Nov 6, 2014
Jerry Marlin Toombs	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Aug 29, 2014	Aug 29, 2014
Staci Ann Compagno	Cetera Advisor Networks LLC other	Allegis Investment Advisors, LLC other	Other	Aug 13, 2014	Aug 14, 2014
Christopher Michael Miller	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Jun 30, 2014	Jul 3, 2014
Stevan Heninger Gates	Osaic Fa, Inc. other	Allegis Investment Advisors, LLC other	Other	May 21, 2014	May 27, 2014
Garen Tanner Winn	Oneamerica Securities, Inc. other	Allegis Investment Advisors, LLC other	Other	May 8, 2014	Jun 9, 2014 (32 d)
Seth Larson Merrill	Oneamerica Securities, Inc. other	Allegis Investment Advisors, LLC other	Other	May 8, 2014	Jun 17, 2014 (40 d)
Tyson Lance Wakley	Oneamerica Securities, Inc. other	Allegis Investment Advisors, LLC other	Other	May 8, 2014	Jun 9, 2014 (32 d)
Devin Dean Henderson	Fortunate, LLC unclassified	Allegis Investment Advisors, LLC other	Other	Feb 6, 2014	Feb 6, 2014
Christopher Gammell Hedquist	Oak Lane Advisors other	Allegis Investment Advisors, LLC other	Other	Nov 6, 2013	Nov 13, 2013
Michael Booth Littledike	Capita Financial Network, LLC unclassified	Allegis Investment Advisors, LLC other	Other	Oct 10, 2013	Feb 12, 2013
Jeremy Orson Dopp	Family Wealth Advisors state registered	Allegis Investment Advisors, LLC other	Other	Jan 29, 2013	Feb 13, 2013
Jennifer Lynne Landon	Brookstone Capital Management LLC other	Allegis Investment Advisors, LLC other	Other	Jan 23, 2013	Nov 12, 2015 (1023 d)
Matthew Taylor Hoskins	Msi Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Jan 22, 2013	Feb 21, 2013
Charles Elmer Sorensen	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	May 7, 2012	May 4, 2012
Jeffrey Roger Segelke	Spc other	Allegis Investment Advisors, LLC other	Other	Apr 19, 2012	Sep 11, 2012 (145 d)
Jason Robert Jones	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Feb 9, 2012	Feb 9, 2012
Jeffrey Ray Wangsgard	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Feb 9, 2012	Feb 9, 2012
Matthew Kip Mendenhall	Signator Financial Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Feb 9, 2012	Aug 3, 2011
Eric Dean Stuart	New England Securities Corporation other	Allegis Investment Advisors, LLC other	Other	Dec 13, 2010	Nov 22, 2016 (2171 d)
Thomas Parkin	Regal Advisory Services, Inc. other	Allegis Investment Advisors, LLC other	Other	Dec 18, 2007	Nov 30, 2016 (3270 d)
Derek Demar Bohne	Allegis Advisors, Inc. unclassified	Allegis Investment Advisors, LLC other	Other	Jul 5, 2006	Mar 26, 2013 (2456 d)

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55 moves match.