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 Manchester Financial 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 |
|---|---|---|---|---|---|
| Andrew Joseph Chen | Manchester Financial Inc independent RIA | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Mar 27, 2025 |
| Jennifer Marie Caruso | Manchester Financial Inc independent RIA | Morton Wealth independent RIA | RIA to RIA | Aug 14, 2023 | Jan 1, 2025 (506 d) |
| David Lee Bryant | Manchester Financial Inc independent RIA | Strava Financial, LLC independent RIA | RIA to RIA | Nov 29, 2019 | Jan 1, 2026 (2225 d) |
| Hannah Elizabeth Oaks Boundy | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Apr 1, 2015 | Jun 16, 2015 (76 d) |
| Matthew Glenn Davis | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Oct 27, 2014 | Oct 23, 2014 |
| Steve Harlan Coker | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Oct 14, 2014 | Mar 17, 2023 (3076 d) |
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6 moves match.