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 Cadinha & Co 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 |
|---|---|---|---|---|---|
| Neil T. Rose | Cadinha & Co LLC independent RIA | Regency Capital Management Inc. no RAUM | RIA to a newly registered adviser | Jan 2, 2021 | Mar 22, 2021 (79 d) |
| Matthew William Rodrigue | Cadinha & Co LLC other | Columbia Management Investment Advisers, LLC other | Other | May 15, 2012 | Nov 13, 2012 (182 d) |
| Kaleialoha Kathleen Cadinha-Pua'A | Cadinha & Co LLC other | Cadinha-Puaa & Rose unclassified | Other | Oct 24, 2006 | Oct 13, 2006 |
| Neil T. Rose | Cadinha & Co LLC other | Cadinha-Puaa & Rose unclassified | Other | Oct 24, 2006 | Oct 13, 2006 |
Page 1 of 1
4 moves match.