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 Spg 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 |
|---|---|---|---|---|---|
| Brandon Paul Accardo | Leverage Planners Wealth Management, LLC state registered | Spg Advisors LLC independent RIA | Other | Feb 23, 2026 | Feb 23, 2026 |
| Nathan Stanley Mayer | Harbour Investments, Inc. independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Oct 15, 2025 | Nov 19, 2025 (35 d) |
| Tyler Hulet Lively | The Retirement Solution LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | May 24, 2023 | Jun 26, 2023 (33 d) |
| Chad Brandon Bushon | Joslin Capital Advisors LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Mar 16, 2023 | May 9, 2025 (785 d) |
| Joseph Daniel Duncan | The Retirement Solution LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Jul 21, 2020 | May 19, 2020 |
| Cody Allen Crawford | Sageguard Financial Group, LLC independent RIA | Spg Advisors LLC independent RIA | RIA to RIA | Apr 29, 2019 | May 17, 2019 |
| David Mark Stryzewski | Synergy Asset Management, LLC other | Spg Advisors LLC independent RIA | Other | Jul 5, 2016 | Jul 27, 2016 |
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7 moves match.