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 Ars Investment Advisors, 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 |
|---|---|---|---|---|---|
| James Winokur | Townsquare Capital, LLC mixed wealth | Ars Investment Advisors, Inc. independent RIA | RIA to RIA | Jan 12, 2021 | Jan 19, 2021 |
| Justin David Strunk | Townsquare Capital, LLC mixed wealth | Ars Investment Advisors, Inc. independent RIA | RIA to RIA | Jan 12, 2021 | Jan 19, 2021 |
| Alan Russel Hodgson | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jul 19, 2018 | Apr 9, 2018 |
| Cody James Lewis | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 28, 2018 | May 29, 2018 |
| Jeffrey Roger Segelke | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 28, 2018 | Jun 13, 2018 |
| Douglas Mac Langford | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 28, 2018 | Jun 1, 2018 |
| Michael Dale Hood | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 28, 2018 | Jun 4, 2018 |
| Jeffrey Brent Johnson | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 20, 2018 | May 29, 2018 |
| Charles Elmer Sorensen | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 20, 2018 | Jun 15, 2018 |
| Matthew Taylor Hoskins | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 20, 2018 | May 24, 2018 |
| Jaron Allen Munk | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 20, 2018 | May 24, 2018 |
| Jerry Marlin Toombs | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 18, 2018 | Jun 15, 2018 |
| Paul Gordon Ewell | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 15, 2018 | May 22, 2018 |
| Michael John Gibbs | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 14, 2018 | May 16, 2018 |
| Timothy Michael Murphy | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 14, 2018 | May 24, 2018 |
| Wayne Cook Clark | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | Jun 14, 2018 | May 16, 2018 |
| Hoyt Scott Robey | Allstate Financial Advisors, LLC BD affiliated | Ars Investment Advisors, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 22, 2018 | May 17, 2018 |
| Joseph Earl Pond | Allegis Investment Advisors, LLC independent RIA | Ars Investment Advisors, Inc. no RAUM | RIA to a newly registered adviser | May 8, 2018 | May 9, 2018 |
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18 moves match.