DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Crossvault 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.

AdvisorFromToTypeLeftRegistered
Laura Lee Ehrenberg-CheslerCrossvault Capital Management LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 1, 2022Jul 4, 2022
Sarah Calvert DoerrCrossvault Capital Management LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 1, 2022Jul 1, 2022
Marilou MoursundCrossvault Capital Management LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 1, 2022Jul 1, 2022
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3 moves match.