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 Park Square Financial 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 |
|---|---|---|---|---|---|
| Donna Howard Gordon | Wesban Financial Consultants, P.C. other | Park Square Financial Group LLC independent RIA | Other | May 1, 2026 | Feb 6, 2026 |
| Donald Leonard Ruffin | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Sep 16, 2024 |
| Gary Dewitt Burger | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Oct 11, 2024 |
| Jerry Scott Swiney | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Sep 16, 2024 |
| Kaila Brooks | Csenge Advisory Group, LLC independent RIA | Park Square Financial Group LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Oct 1, 2024 |
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5 moves match.