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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Dec 8, 2022 · Vineland, Nj
- C••••••• • C••• I••• formerSep 17, 2012 to May 5, 2023 · Voorhees, Nj
- C••••••••• P•••••••• I••• formerMay 6, 2002 to Sep 27, 2012 · Voorhees, Nj
- C••••••• • C••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left May 5, 2023, registered Dec 8, 2022 (-148 days) · Affiliated broker-dealer or bank to another · moved with a team
- C••••••••• P•••••••• I••• to C••••••• • C••• I•••left Sep 27, 2012, registered Sep 17, 2012 (-10 days) · Other
- Gary Daniel Devicci left Cantella & Co., Inc. for Cambridge Investment Research Advisors, Inc. (registered 2022-12-08)May 5, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address