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 Orgel Wealth Management, 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 |
|---|---|---|---|---|---|
| Tyler Jackson Meyer | Perceptive Edge Investment Management, Inc. mixed wealth | Orgel Wealth Management, LLC independent RIA | RIA to RIA | Mar 27, 2023 | Mar 21, 2022 |
| Michael Eskridge | Allspring Funds Management, LLC asset manager | Orgel Wealth Management, LLC independent RIA | Other | Apr 25, 2022 | May 4, 2022 |
| Aaron Eugene Schueller | Accel Wealth Management mixed wealth | Orgel Wealth Management, LLC independent RIA | RIA to RIA | Nov 5, 2021 | Nov 10, 2021 |
| Ronald F. Ducharme | Commonwealth Financial Network national BD | Orgel Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2020 | Jul 27, 2021 (273 d) |
| Hilary J Sweeney | Thrivent Investment Management Inc. BD affiliated | Orgel Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2019 | Oct 3, 2019 |
| Christopher Branch Paulson | Cri Securities, LLC BD affiliated | Orgel Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2019 | Sep 4, 2019 (34 d) |
| Jon Michael Gadberry | Ameriprise Financial Services, LLC national BD | Orgel Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2017 | Jun 30, 2021 (1590 d) |
| Mary Jean Hiss | Stifel, Nicolaus & Company, Incorporated national BD | Orgel Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2015 | Jun 4, 2018 (978 d) |
| Aaron Scott Reynolds | Robert W. Baird & Co. Incorporated other | Orgel Wealth Management, LLC other | Other | May 5, 2015 | Apr 8, 2016 (339 d) |
| Donna Jean Murr | Cliftonlarsonallen Wealth Advisors, LLC other | Orgel Wealth Management, LLC other | Other | Aug 19, 2014 | Sep 16, 2014 |
| Evan Andrew Nelson | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC other | Other | Dec 26, 2013 | Jan 22, 2014 |
| Mark Alan Orgel | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Mark Anthony Boser | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Benjamin John Kanz | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Peter John Atkinson | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Craig Robert Falkner | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Kent Mathew Higley | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Samir A Murty | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Geoffrey Adam Probst | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 24, 2013 | Oct 11, 2013 |
| Robert Scott Spaeth | RBC Capital Markets, LLC national BD | Orgel Wealth Management, LLC other | Other | Oct 24, 2013 | Feb 19, 2016 (848 d) |
| Jonathan Paul Ippel | First Command Financial Planning, Inc. other | Orgel Wealth Management, LLC other | Other | Oct 16, 2013 | Jan 21, 2014 (97 d) |
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21 moves match.