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 The Fiduciary 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
Justin Michael KohlerSharp Financial independent RIAThe Fiduciary Group independent RIARIA to RIANov 10, 2021Jun 24, 2021
Hayden Lloyd BlowWells Fargo Advisors wirehouseThe Fiduciary Group independent RIAWirehouse to independent RIASep 21, 2021Oct 13, 2021
Kimberly Ragan BeiterWells Fargo Advisors wirehouseThe Fiduciary Group independent RIAWirehouse to independent RIASep 9, 2021Feb 14, 2022 (158 d)
Kyle Donald PowersMeasured Wealth Private Client Group, LLC independent RIAThe Fiduciary Group independent RIARIA to RIASep 20, 2019Nov 25, 2019 (66 d)
Michael Rodman McleodTruist Advisory Services, Inc. BD affiliatedThe Fiduciary Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2019Aug 28, 2019 (96 d)
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5 moves match.