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 Ifg Advisors, 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 |
|---|---|---|---|---|---|
| Adam Gene Goldstein | Buckingham Strategic Wealth, LLC independent RIA | Ifg Advisors, LLC independent RIA | RIA to RIA | Apr 22, 2021 | Apr 5, 2021 |
| Weston Bret Manley | Rfg Advisory, LLC mixed wealth | Ifg Advisors, LLC other | Other | Jan 4, 2018 | Jan 3, 2018 |
| Warner Edward Isaacs | Ipi Wealth Management, Inc. other | Ifg Advisors, LLC no RAUM | Other | Dec 31, 2014 | Oct 20, 2014 |
| Jay Logan Fuller | Ipi Wealth Management, Inc. other | Ifg Advisors, LLC no RAUM | Other | Dec 31, 2014 | Oct 20, 2014 |
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4 moves match.