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 Corundum Group, 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 Marie Phillips-Desaverio | Corundum Group, Inc. mixed wealth | Wealthspire Advisors independent RIA | RIA to RIA | Jul 12, 2023 | Jan 3, 2025 (541 d) |
| Eric Lyle Chapman | Corundum Group, Inc. mixed wealth | Cm20 Wealth Management state registered | RIA to a state-registered adviser | Apr 28, 2021 | May 14, 2021 |
| Patrick Ryan Rudy | Corundum Group, Inc. other | Cascade Investment Group, Inc. other | Other | Jul 1, 2010 | Jun 28, 2010 |
Page 1 of 1
3 moves match.