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 Cms Wealth Management

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
Eric Todd LansheCms Wealth Management independent RIACw Advisors, LLC independent RIARIA to RIAAug 6, 2025Aug 1, 2025
John M DemasiCms Wealth Management independent RIACw Advisors, LLC independent RIARIA to RIAAug 6, 2025Aug 1, 2025
Sheetal KhannaCms Wealth Management independent RIACw Advisors, LLC independent RIARIA to RIAAug 6, 2025Aug 1, 2025
David Alan LocherCms Wealth Management independent RIACw Advisors, LLC independent RIARIA to RIAAug 6, 2025Aug 1, 2025
Jennifer Ann GarrettCms Wealth Management otherEllis Investment Partners, LLC otherOtherApr 13, 2013Mar 11, 2013
Samuel Marcelino CarpinCms Wealth Management otherEllis Investment Partners, LLC otherOtherFeb 21, 2013Jan 28, 2013
Ross Brian MuldoonCms Wealth Management otherEllis Investment Partners, LLC otherOtherJan 8, 2013Jan 3, 2013
David Yu-Wen SunCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 19, 2012Mar 9, 2012
Michael Allen NewmanCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Daniel Joseph KelleyCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Evan AvgerinosCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Paul Po-Wen SunCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Woodward Town OdiorneCms Wealth Management otherEsi Financial Advisors otherOtherApr 3, 2012Apr 4, 2002
Don Constantine AvgerinosCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Jonathan D SmithCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 28, 2012
Michelle SianoCms Wealth Management otherNext Financial Group, Inc. otherOtherJul 28, 2009Oct 9, 2014 (1899 d)
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16 moves match.