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 Silverleaf 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.

AdvisorFromToTypeLeftRegistered
Eric Michael MulliganWells Fargo Advisors wirehouseSilverleaf Advisor Group, LLC independent RIAWirehouse to independent RIADec 10, 2021Dec 14, 2021
Latonya Lee BousquetEdward Jones national BDSilverleaf Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2021Nov 24, 2021
Timothy Moylan VanderlooWells Fargo Advisors wirehouseSilverleaf Advisor Group, LLC independent RIAWirehouse to independent RIAMar 25, 2021Mar 29, 2021
Daniel Charles BenedumMorgan Stanley wirehouseSilverleaf Advisor Group, LLC independent RIAWirehouse to independent RIAJan 5, 2021Dec 11, 2020
Abraham M. GlaserRBC Capital Markets, LLC national BDSilverleaf Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2019Jul 31, 2019
Lindsay June SchellpeperCetera Advisors LLC BD affiliatedSilverleaf Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2018Sep 28, 2018
Peter J DaikerWells Fargo Advisors wirehouseSilverleaf Advisor Group, LLC otherOtherNov 3, 2017Nov 2, 2017
Timothy John KellyWells Fargo Advisors wirehouseSilverleaf Advisor Group, LLC otherOtherNov 3, 2017Nov 2, 2017
Patricia Lynn Sacco KruegerWealthplan Partners otherSilverleaf Advisor Group, LLC no RAUMOtherAug 22, 2017Feb 28, 2017
Curtis Lynn KruegerWealthplan Partners otherSilverleaf Advisor Group, LLC no RAUMOtherMay 1, 2017Jan 3, 2017
Fred William SchellpeperWealthplan Partners otherSilverleaf Advisor Group, LLC no RAUMOtherMay 1, 2017Mar 20, 2017
Justin Michael GibsonWealthplan Partners otherSilverleaf Advisor Group, LLC no RAUMOtherMay 1, 2017Jan 3, 2017
Mark Edward PogrebaAvior Wealth Management, LLC otherSilverleaf Advisor Group, LLC otherOtherApr 18, 2017Apr 19, 2017
James Joseph StanekWaddell & Reed otherSilverleaf Advisor Group, LLC no RAUMOtherJan 26, 2017Jan 30, 2017
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14 moves match.