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 Edge Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shelby Grace Potz-Nielsen | UBS Financial Services Inc. wirehouse | Edge Capital Group, LLC independent RIA | Wirehouse to independent RIA | Dec 12, 2022 | Dec 15, 2022 |
| Amanda Carol Henry | Kestra Advisory Services, LLC BD affiliated | Edge Capital Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Jul 26, 2024 (707 d) |
| Jacob Edward Baker | Charles Schwab & Co., Inc. national BD | Edge Capital Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2022 | Aug 2, 2022 (89 d) |
| Kevin William Vogel | Ameriprise Financial Services, LLC national BD | Edge Capital Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2022 | Feb 3, 2025 (1036 d) |
| Ava Arjmand | Rockefeller Capital Management independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Dec 16, 2019 | Jan 6, 2021 (387 d) |
| Albert Amis Rayle | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Ansel Lewis Davis | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 7, 2018 |
| Julius Peek Garlington | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Paul Roberts Poinsett Izlar | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Aug 16, 2018 | Jun 19, 2019 (307 d) |
| William Jones Debutts | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Aug 16, 2018 | Oct 30, 2018 (75 d) |
| Anna Katharyn Hendrix | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Aug 16, 2018 | Sep 20, 2018 (35 d) |
| Kendrick Ware Mattox | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Henry Morgan Jones | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Lamar Whitworth Davis | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 17, 2018 |
| James Thomas Patrick | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Paul Llewellyn Robertson | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 17, 2018 |
| William C Skeean | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Dennis J Sabo | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Brendan Hugh Keelan | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 17, 2018 |
| Elizabeth Giordano Mackie | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Richard Blake Pearce | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC no RAUM | RIA to a newly registered adviser | Aug 16, 2018 | Aug 16, 2018 |
| Jacobi Ray Padgett | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Aug 16, 2018 | Oct 11, 2018 (56 d) |
| Matthew B Carney | Edge Advisors, LLC independent RIA | Edge Capital Group, LLC independent RIA | RIA to RIA | Aug 16, 2018 | Sep 5, 2018 |
| Edward Neal Deaton | Parsec Financial other | Edge Capital Group, LLC independent RIA | Other | Apr 10, 2014 | Nov 16, 2018 (1681 d) |
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24 moves match.