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 Evanston Advisors
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 |
|---|---|---|---|---|---|
| Nathan Snodgrass | Evanston Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Mar 15, 2019 |
| Matthew James Terrien | Evanston Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Mar 15, 2019 |
| David D Jackson | Evanston Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Mar 15, 2019 |
| Jeffrey J Cismoski | Evanston Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Mar 15, 2019 |
| Dominic J Messina | Evanston Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 22, 2019 | Mar 28, 2019 |
| Michael David Pensinger | Evanston Advisors other | Pensinger Financial, Inc. state registered | Other | Jan 10, 2014 | Apr 14, 2014 (94 d) |
| Timothy James Obendorf | Evanston Advisors other | Steward Advisors, LLC independent RIA | Other | Mar 14, 2011 | Mar 17, 2011 |
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7 moves match.