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 Money Advisor Group, 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 |
|---|---|---|---|---|---|
| Tyler Dakota Divyesh Kumar | Vanguard Advisers, Inc. BD affiliated | The Money Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2021 | May 10, 2021 (45 d) |
| Brett Andrew Power | Kestra Advisory Services, LLC BD affiliated | The Money Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2020 | Jul 30, 2020 |
| Paul Timothy Money | Cambridge Investment Research Advisors, Inc. other | The Money Advisor Group, LLC other | Other | Jul 20, 2015 | Jul 13, 2015 |
| James Robert Money | Cambridge Investment Research Advisors, Inc. other | The Money Advisor Group, LLC other | Other | Jul 16, 2015 | Jul 20, 2015 |
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4 moves match.