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 Adk Wealth Advisory Group
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 |
|---|---|---|---|---|---|
| John Bret Sinak | Cornerstone Wealth Management, LLC independent RIA | Adk Wealth Advisory Group independent RIA | RIA to RIA | Sep 9, 2021 | Mar 18, 2022 (190 d) |
| Jason Church | Pgim Investments LLC other | Adk Wealth Advisory Group other | Other | Jun 27, 2016 | Mar 20, 2017 (266 d) |
| Daniel Carl Davis | Adk Wealth Advisory Group unclassified | Adk Wealth Advisory Group no RAUM | Other | Dec 31, 2009 | Jun 17, 2015 (1994 d) |
| Cory Christopher Kraft | Adk Wealth Advisory Group unclassified | Adk Wealth Advisory Group no RAUM | Other | Dec 31, 2009 | Jun 17, 2015 (1994 d) |
| Donald Dean Vaught | LPL Financial LLC other | Adk Wealth Advisory Group no RAUM | Other | May 22, 2007 | Jun 17, 2015 (2948 d) |
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5 moves match.