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 Agemy Wealth 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 |
|---|---|---|---|---|---|
| Paul Richard Duquette | Wells Fargo Advisors wirehouse | Agemy Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Jan 12, 2024 | Dec 5, 2024 (328 d) |
| Daniel Justin Agemy | Creativeone Securities, LLC other | Agemy Wealth Advisors, LLC independent RIA | Other | Oct 5, 2016 | Oct 7, 2016 |
| Andrew Allen Agemy | Creativeone Securities, LLC other | Agemy Wealth Advisors, LLC independent RIA | Other | Jul 23, 2015 | Jul 23, 2015 |
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3 moves match.