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 Chinook Capital 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 |
|---|---|---|---|---|---|
| Jack Donald Monteith | Chinook Capital Management LLC other | Empirical Wealth Management, LLC other | Other | Jul 7, 2006 | Jul 12, 2006 |
| Kenneth Robert Smith | Chinook Capital Management LLC other | Empirical Wealth Management, LLC other | Other | Jul 7, 2006 | Jul 12, 2006 |
| Ethan Andrew Broga | Chinook Capital Management LLC other | Empirical Wealth Management, LLC other | Other | Jul 7, 2006 | Nov 7, 2006 (123 d) |
| Andrew Munson Fisher | Chinook Capital Management LLC other | Worldview Wealth Advisors other | Other | Nov 10, 2005 | Jan 3, 2006 (54 d) |
| Brenton Michael Harris | Chinook Capital Management LLC other | Schwab Wealth Advisory, Inc. other | Other | Sep 26, 2005 | May 9, 2012 (2417 d) |
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5 moves match.