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 Opus Wealth Management 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.

AdvisorFromToTypeLeftRegistered
Brian John HackerStrategic Advisers LLC national BDOpus Wealth Management Group otherOtherOct 3, 2017Oct 6, 2017
Raymond Alagao VelascoLPL Financial LLC otherOpus Wealth Management Group otherOtherFeb 13, 2017Dec 13, 2016
Thomas BorsellinoMsi Financial Services, Inc. otherOpus Wealth Management Group otherOtherNov 10, 2016Nov 22, 2016
Vanessa AldapeMsi Financial Services, Inc. otherOpus Wealth Management Group otherOtherNov 10, 2016Dec 13, 2016 (33 d)
Denis Jeffrey ConlonFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Thomas William BurtonFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016May 2, 2016
Eric Peter BurtonFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016May 2, 2016
Ronald Leonard WhittinghamFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Douglas Scott KlimahFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Danielle Marie BurtonFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Jacob NydamFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Lori Whittingham DerbyFsc Securities Corporation otherOpus Wealth Management Group otherOtherMay 2, 2016Apr 29, 2016
Kyle Brookes McbroomMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherJun 8, 2015May 13, 2015
Peter M WilmotMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 20, 2015May 13, 2015
Stephen M. PottsMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 19, 2015May 8, 2015
Jeffery Allen GrecuMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 12, 2015May 8, 2015
Charles Wesley BaierMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 12, 2015May 8, 2015
Jeffery Brian HarperMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 5, 2015May 11, 2015
Kyle Donald HarperMsi Financial Services, Inc. otherOpus Wealth Management Group no RAUMOtherMay 5, 2015May 8, 2015
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19 moves match.