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 Alliance Wealth Management 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 |
|---|---|---|---|---|---|
| Desi Julian Dimaio | Onepoint Bfg Wealth Partners independent RIA | Alliance Wealth Management Group, LLC independent RIA | RIA to RIA | Mar 2, 2023 | Feb 17, 2023 |
| Lino Deangelis | Global Wealth Management, LLC independent RIA | Alliance Wealth Management Group, LLC independent RIA | RIA to RIA | Mar 22, 2021 | Apr 12, 2021 |
| Johnathon Rosica | Mcadam LLC independent RIA | Alliance Wealth Management Group, LLC independent RIA | RIA to RIA | Feb 20, 2019 | Apr 29, 2019 (68 d) |
| Hans J Taenzer | Hans J. Taenzer, Cpa, LLC unclassified | Alliance Wealth Management Group, LLC independent RIA | Other | Jul 18, 2018 | Jan 2, 2026 (2725 d) |
| Steven Edward Linden | The Pillar Strategies other | Alliance Wealth Management Group, LLC no RAUM | Other | Sep 26, 2014 | Oct 1, 2014 |
| Kenneth Christopher Paul | Prestige Wealth Management Group, LLC other | Alliance Wealth Management Group, LLC no RAUM | Other | Sep 26, 2014 | Oct 14, 2014 |
| Paul Romano Esposito | Equitable Advisors, LLC national BD | Alliance Wealth Management Group, LLC other | Other | Feb 28, 2011 | Jan 5, 2015 (1407 d) |
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7 moves match.