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 Alpha Pension 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.

AdvisorFromToTypeLeftRegistered
Thomas Mark ParlonEagle Strategies LLC BD affiliatedAlpha Pension Group, Inc. no RAUMOtherAug 27, 2021Feb 24, 2015
Jennifer Kate SahadyEmpower Advisory Group, LLC institutionalAlpha Pension Group, Inc. no RAUMOtherApr 6, 2018Apr 30, 2018
Dale Robert PowersJohn Hancock Personal Financial Services, LLC otherAlpha Pension Group, Inc. institutionalOtherNov 17, 2017Jun 4, 2019 (564 d)
Patrick NeeEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherAug 15, 2016Feb 17, 2015
Andrew Sullivan DooleyEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherAug 4, 2016May 16, 2016
Thomas J VineEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherJul 25, 2016Dec 1, 2015
Richard J CawthorneEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherJul 12, 2016Oct 27, 2014
Mark Paul SalamoneEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherMay 22, 2012Oct 27, 2014 (888 d)
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8 moves match.