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 Financial Strategies Group, 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
Justin Tyler MeyerEagle Strategies LLC BD affiliatedFinancial Strategies Group, Inc independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2019Jul 31, 2019
Steven WilbournOsaic Wealth, Inc. BD affiliatedFinancial Strategies Group, Inc independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2019Jun 18, 2019
Mark Ellis CarterEagle Strategies LLC BD affiliatedFinancial Strategies Group, Inc independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2019Mar 5, 2019
David Claude RobertsSecurian Financial Services, Inc. BD affiliatedFinancial Strategies Group, Inc independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2019Oct 18, 2019 (254 d)
Kyle Robert CooperEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherSep 6, 2017Sep 7, 2017
Ronald Stephen ThompsonEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherAug 2, 2017Aug 1, 2017
Brandon Ellis CarterEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherAug 2, 2017Aug 1, 2017
Brice Patrick CarterEagle Strategies LLC otherFinancial Strategies Group, Inc independent RIAOtherAug 2, 2017Jul 17, 2024 (2541 d)
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8 moves match.