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 Corda Investment Management, LLC
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 |
|---|---|---|---|---|---|
| Rami K Odeh | Corda Investment Management, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Mar 2, 2026 | Apr 10, 2026 (39 d) |
| Damah Rankin | Corda Investment Management, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | Jun 27, 2025 |
| Ryan James Petry | Corda Investment Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 13, 2024 | Nov 4, 2024 (83 d) |
| Matthew Howie | Corda Investment Management, LLC independent RIA | Awm Financial Services Inc. independent RIA | RIA to RIA | Jun 7, 2023 | Sep 29, 2023 (114 d) |
| Jonathan P English | Corda Investment Management, LLC independent RIA | Portfolio Dynamix state registered | RIA to a state-registered adviser | Apr 20, 2022 | Sep 15, 2022 (148 d) |
| James Kevin Oneill | Corda Investment Management, LLC other | Intrua Financial other | Other | Nov 14, 2017 | Jan 4, 2018 (51 d) |
| Gage Preston Dahmann | Corda Investment Management, LLC other | Strategic Advisers LLC national BD | Other | Mar 6, 2013 | Mar 28, 2013 |
Page 1 of 1
7 moves match.