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 The Norden 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 |
|---|---|---|---|---|---|
| Alec Bruce Abbott | Baker Tilly Wealth Management, LLC mixed wealth | The Norden Group LLC independent RIA | RIA to RIA | May 31, 2024 | May 31, 2024 |
| Cody Joseph Hutchinson | Edward Jones national BD | The Norden Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | May 6, 2024 |
| Jason Morgan Perkins | Baker Tilly Wealth Management, LLC mixed wealth | The Norden Group LLC independent RIA | RIA to RIA | Apr 1, 2024 | Apr 3, 2024 |
| Joseph Phillip Arce | Wfa Of San Diego independent RIA | The Norden Group LLC independent RIA | RIA to RIA | Mar 28, 2024 | Jan 5, 2025 (283 d) |
| Nathan Leroy Rosell | Portside Wealth Group, LLC independent RIA | The Norden Group LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 3, 2024 |
| Rachelle Dillingham | Portside Wealth Group, LLC independent RIA | The Norden Group LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 8, 2024 |
| Brent Alan Cochran | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Bradley Tyson Ferney | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Shane Allen Jensen | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Garen Tanner Winn | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Rachelle Morris | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Renn Michael Olsen | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Raymond Wilhelm Johns | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Seth Larson Merrill | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Matthew Kip Mendenhall | Townsquare Capital, LLC mixed wealth | The Norden Group LLC independent RIA | RIA to RIA | Jun 28, 2023 | May 11, 2023 |
| Tyson Lance Wakley | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Trent Lewis Johnson | Townsquare Capital, LLC mixed wealth | The Norden Group LLC independent RIA | RIA to RIA | Jun 28, 2023 | May 11, 2023 |
| Brad Wilson Sorensen | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Colter Alan Yde | Townsquare Capital, LLC mixed wealth | The Norden Group LLC independent RIA | RIA to RIA | Jun 28, 2023 | May 11, 2023 |
| Kylee Marie Adamson | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
| Ahlin Rochelle Hafen | Townsquare Capital, LLC mixed wealth | The Norden Group LLC no RAUM | RIA to a newly registered adviser | Jun 28, 2023 | Mar 15, 2023 |
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21 moves match.