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 Cpa Investment Solutions, 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 |
|---|---|---|---|---|---|
| Ryan Charles Barrett | Cpa Investment Solutions, LLC other | Jfs Wealth Advisors, LLC other | Other | Oct 13, 2015 | Oct 2, 2015 |
| Eric Todd Lanshe | Cpa Investment Solutions, LLC other | Comprehensive Investment Solutions, LLC other | Other | Mar 21, 2006 | Apr 11, 2003 |
| Augustine Anton Repetto | Cpa Investment Solutions, LLC other | Comprehensive Investment Solutions, LLC other | Other | Mar 21, 2006 | Apr 11, 2003 |
| Anthony John Carrino | Cpa Investment Solutions, LLC other | Comprehensive Investment Solutions, LLC other | Other | Jul 21, 2003 | Apr 11, 2003 |
| Dean Adam Mioli | Cpa Investment Solutions, LLC other | Cms Fund Advisers, Inc. unclassified | Other | Oct 23, 2002 | May 6, 2004 (561 d) |
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5 moves match.