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 Burgess Chambers & Associates Inc
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 |
|---|---|---|---|---|---|
| Sidney Howard Taylor | Burgess Chambers & Associates Inc no RAUM | Newport Group Securities, Inc. other | Other | May 30, 2008 | May 14, 2009 (349 d) |
| Robert W Little | Burgess Chambers & Associates Inc no RAUM | The Bogdahn Group unclassified | Other | Jul 29, 2004 | Jul 29, 2004 |
| Duncan Comrie Dewahl | Burgess Chambers & Associates Inc no RAUM | Morgan Stanley Dw Inc. unclassified | Other | Mar 15, 2004 | Jun 24, 2004 (101 d) |
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3 moves match.