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 Epg 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 |
|---|---|---|---|---|---|
| Rodolfo Ernesto Rodriguez | Esi Financial Advisors BD affiliated | Epg Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jan 10, 2023 |
| David Stuart Jones | Esi Financial Advisors BD affiliated | Epg Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jan 6, 2023 |
| Richard Oren Artzi | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 30, 2021 | Jun 11, 2019 |
| David Murray Mcinnis | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 30, 2021 | Jun 3, 2019 |
| Thomas Eugene James | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 30, 2021 | Dec 21, 2021 |
| Mark Alan Thompson | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Mar 22, 2021 | Jun 19, 2019 |
| Mark Alexander Reffett | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Mar 5, 2021 | Jun 3, 2019 |
| Burwell Spurlock Geiger | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 20, 2020 | Mar 9, 2020 |
| Danny Lee Moore | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC independent RIA | RIA to RIA | Nov 20, 2020 | Sep 8, 2025 (1753 d) |
| David Griswold Curry | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 20, 2020 | Jun 3, 2019 |
| Matthew W Canine | Acg Wealth Inc. independent RIA | Epg Wealth Management LLC no RAUM | Other | Nov 20, 2020 | Jun 18, 2019 |
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11 moves match.