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 Canon Capital Investment Advisory

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
Peter James RolandCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 18, 2024
Patricia Ann WebbCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 3, 2024
Charles Kevin PorterCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 3, 2024
Marissa Gerhart IllingworthCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 3, 2024
Andrew Devon SteinCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 3, 2024
Andrew David ShapowalCanon Capital Investment Advisory independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2024Jul 3, 2024
Matthew Paul WitterCanon Capital Investment Advisory otherAvantax Advisory Services otherOtherMar 10, 2016Mar 17, 2016
Jonathan Andrew MoyerCanon Capital Investment Advisory otherGeneos Wealth Management, Inc. otherOtherJul 19, 2006Sep 23, 2010 (1527 d)
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8 moves match.