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 Georgia Advisory 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 |
|---|---|---|---|---|---|
| Dave Mark Duley | Northstar Investment Partners state registered | Georgia Advisory Group LLC state registered | Other | Aug 1, 2025 | Jan 16, 2020 |
| William Andrew Frerking | Thrivent Investment Management Inc. BD affiliated | Georgia Advisory Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 29, 2025 | May 5, 2025 |
| David Andrew Thompson | Morgan Stanley wirehouse | Georgia Advisory Group LLC state registered | Wirehouse to a state-registered adviser | Dec 21, 2023 | Apr 22, 2024 (123 d) |
| Alexander Stoehr | Fisher Investments independent RIA | Georgia Advisory Group LLC state registered | RIA to a state-registered adviser | Aug 22, 2022 | Sep 19, 2022 |
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4 moves match.