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 Ilg Private Wealth, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nils Alain Nolan | Hornor, Townsend & Kent, LLC BD affiliated | Ilg Private Wealth, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 1, 2019 | Mar 29, 2019 |
| John Howard Iannucci | Horter Investment Management, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 19, 2018 | Mar 28, 2018 |
| James Bernard Plummer | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | Apr 25, 2018 |
| Joseph Mccarrell Piszczor | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | May 9, 2018 |
| Roger Paul Bedillion | Csenge Advisory Group, LLC independent RIA | Ilg Private Wealth, Inc. state registered | RIA to a state-registered adviser | Apr 16, 2018 | Jun 12, 2018 (57 d) |
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5 moves match.