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 Centric 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 |
|---|---|---|---|---|---|
| Bently Gordon Ford | Cg Advisory Services independent RIA | Centric Advisors, LLC independent RIA | RIA to RIA | Apr 4, 2022 | Mar 11, 2022 |
| Richard Cull | Sherpa Investment Services unclassified | Centric Advisors, LLC independent RIA | Other | Jun 30, 2021 | Apr 2, 2018 |
| Shaun Marshall Taylor | Frost Investment Services BD affiliated | Centric Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2020 | Apr 8, 2020 |
| Lindy Chan | Sierra Pacific Private Wealth, LLC independent RIA | Centric Advisors, LLC independent RIA | RIA to RIA | Feb 28, 2020 | Jan 17, 2020 |
| Ward Wesley Molen | 1st Global Advisors Inc BD affiliated | Centric Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2019 | Aug 7, 2019 |
| Eric Gin Wai Lian | Esi Financial Advisors BD affiliated | Centric Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2019 | Mar 21, 2019 |
| Steven Brian Castro | Capital Markets Iq, LLC independent RIA | Centric Advisors, LLC independent RIA | RIA to RIA | Mar 5, 2019 | Jan 22, 2019 |
| Gary Duwayne Wurl | Kovack Advisors, Inc. BD affiliated | Centric Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2018 | Nov 27, 2018 |
| Brandy Alexander Ariza | LPL Financial LLC independent RIA | Centric Advisors, LLC independent RIA | RIA to RIA | Dec 13, 2018 | Dec 14, 2018 |
| Stoy Tyree Hall | Mwa Financial Services, Inc. other | Centric Advisors, LLC independent RIA | Other | May 11, 2017 | May 19, 2017 |
| Zachary Thomas Majors | Mwa Financial Services, Inc. other | Centric Advisors, LLC independent RIA | Other | May 12, 2016 | May 13, 2016 |
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11 moves match.