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 Centauri Advisory Group, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benjamin Paul Burkhead | C&L Financial Services unclassified | Centauri Advisory Group, Inc. state registered | Other | Dec 2, 2021 | Oct 6, 2021 |
| Garrett Michael Bishop | Pruco Securities, LLC BD affiliated | Centauri Advisory Group, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 26, 2021 | May 23, 2021 |
| Robert Douglas Falk | Trustmont Advisory Group, Inc. other | Centauri Advisory Group, Inc. state registered | Other | Dec 20, 2011 | Jan 4, 2012 |
| Craig Scott Ellis | Trustmont Advisory Group, Inc. other | Centauri Advisory Group, Inc. state registered | Other | Dec 20, 2011 | Jan 4, 2012 |
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4 moves match.