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 Advantage Wealth Advisors
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 |
|---|---|---|---|---|---|
| Dwight Douglas Peterson | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Advantage Wealth Advisors independent RIA | Other | Sep 17, 2015 | Nov 28, 2017 (803 d) |
| Charles Patrick Prestigiacomo | First Allied Advisory Services, Inc. other | Advantage Wealth Advisors independent RIA | Other | Apr 2, 2015 | Dec 12, 2017 (985 d) |
| Virgil John Threlkeld | First Allied Advisory Services, Inc. other | Advantage Wealth Advisors independent RIA | Other | Apr 2, 2015 | Oct 5, 2015 (186 d) |
| Milton Kenneth Guzman | First Allied Advisory Services, Inc. other | Advantage Wealth Advisors independent RIA | Other | Apr 2, 2015 | Oct 5, 2015 (186 d) |
| Bruce Webber Wilson | Citigroup Global Markets Inc. other | Advantage Wealth Advisors independent RIA | Other | Mar 13, 2009 | Jun 21, 2017 (3022 d) |
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5 moves match.