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 Private Client Advisor 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.

AdvisorFromToTypeLeftRegistered
Brennen Sean NewtonOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 26, 2024Jun 13, 2024
David William BushOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 22, 2024Jun 13, 2024
Mark Edward StrattonOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 1, 2024Jun 14, 2024
Scott Wesley RossOwlfi independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIAAug 1, 2024Aug 1, 2024
Dirk Eugene PalmerMotiv8 Investments LLC independent RIAPrivate Client Advisor Group, LLC independent RIARIA to RIASep 23, 2021Jan 1, 2025 (1196 d)
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5 moves match.