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 Rpg Family Wealth Advisory, 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.

AdvisorFromToTypeLeftRegistered
Meaghan Anne Murphy KeevenMML Investors Services, LLC BD affiliatedRpg Family Wealth Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2024Nov 25, 2024
Lamar Daniel BreshearsTlg Advisors, Inc. BD affiliatedRpg Family Wealth Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2023Sep 18, 2023
Matthew Lee EvansMsl Advisors, LLC unclassifiedRpg Family Wealth Advisory, LLC independent RIAOtherJul 26, 2023Sep 18, 2023 (54 d)
Ryan Emerson BennettFirst Heartland Consultants, Inc. BD affiliatedRpg Family Wealth Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2023Sep 18, 2023 (238 d)
Sharon M ConsoliFirst Heartland Consultants, Inc. BD affiliatedRpg Family Wealth Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2023Sep 18, 2023 (238 d)
William T EatonDetwiler Fenton Investment Management LLC otherRpg Family Wealth Advisory, LLC otherOtherJul 1, 2015Jun 16, 2015
Mitchell Alan GoldfeldDetwiler Fenton Investment Management LLC otherRpg Family Wealth Advisory, LLC otherOtherJul 1, 2015Jun 16, 2015
Juan DonabedianDetwiler Fenton Investment Management LLC otherRpg Family Wealth Advisory, LLC otherOtherJul 1, 2015Jun 16, 2015
Samuel Mcmanus KieferUBS Financial Services Inc. wirehouseRpg Family Wealth Advisory, LLC otherOtherFeb 27, 2012Feb 21, 2012
Adam B. ReinkingCentaurus Financial, Inc. otherRpg Family Wealth Advisory, LLC otherOtherDec 31, 2011Oct 5, 2011
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10 moves match.