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
Departures from Capital Management Associates Inc
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 |
|---|---|---|---|---|---|
| Amanda Cribbs | Capital Management Associates Inc independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 6, 2026 | Jul 7, 2026 |
| Michael Gregory Mccool | Capital Management Associates Inc independent RIA | Jones Kertz & Associates, Inc. independent RIA | RIA to RIA | Feb 3, 2021 | Apr 21, 2021 (77 d) |
| Jon James Melander | Capital Management Associates Inc other | Capstone Advisory Group LLC other | Other | Mar 8, 2012 | Jan 21, 2014 (684 d) |
| Steven Douglas Carlson | Capital Management Associates Inc other | Keystone Wealth Advisors, Incorporated other | Other | Jun 1, 2010 | May 10, 2010 |
| Berthel Andrew Olsen | Capital Management Associates Inc other | Keystone Wealth Advisors, Incorporated other | Other | Jun 1, 2010 | May 10, 2010 |
Page 1 of 1
5 moves match.