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 Egp Wealth Management, 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 |
|---|---|---|---|---|---|
| Joe Kersey | LPL Financial LLC BD affiliated | Egp Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 27, 2024 | Jun 25, 2024 |
| Marshall David Butler | Edward Jones national BD | Egp Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 22, 2018 | Nov 15, 2018 |
| Colin Flinn Gorman | 1st Global Advisors Inc BD affiliated | Egp Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 4, 2018 | Apr 30, 2024 (2035 d) |
| Lindsey Leigh Baker | 1st Global Advisors Inc BD affiliated | Egp Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 4, 2018 | Oct 16, 2018 |
| Angela Yvette Frazier | 1st Global Advisors Inc BD affiliated | Egp Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2018 | Oct 16, 2018 |
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5 moves match.