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 Img Wealth Management, Inc.

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
Chad A BunnellPrincipal Securities, Inc. BD affiliatedImg Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2022Oct 17, 2022
Michael James SteeleVirtue Capital Management, LLC independent RIAImg Wealth Management, Inc. independent RIARIA to RIAJan 3, 2019Jan 29, 2019
Philip DetlefsPlanmember Securities Corporation otherImg Wealth Management, Inc. independent RIAOtherSep 27, 2017Oct 6, 2017
Christopher Robert MorrisonPlanmember Securities Corporation otherImg Wealth Management, Inc. independent RIAOtherSep 20, 2017Oct 12, 2017
Robert Edward HorneGwn Securities Inc. otherImg Wealth Management, Inc. independent RIAOtherAug 31, 2017Sep 28, 2017
Nathan Andrew EdwardsPlanmember Securities Corporation otherImg Wealth Management, Inc. independent RIAOtherMar 1, 2017Mar 14, 2017
Nick Martin RiscignoPlanmember Securities Corporation otherImg Wealth Management, Inc. independent RIAOtherMar 1, 2017Mar 14, 2017
Nick Allen EdwardsPlanmember Securities Corporation otherImg Wealth Management, Inc. independent RIAOtherFeb 28, 2017Mar 10, 2017
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8 moves match.