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 Chevy Chase Trust Company

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
Kristi Nicole Bledsoe HenryChevy Chase Trust Company mixed wealthCreative Planning independent RIARIA to RIAJan 15, 2026Feb 9, 2026
Melanie SimonsChevy Chase Trust Company mixed wealthCharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankSep 30, 2024Oct 21, 2024
Ashley G. HallChevy Chase Trust Company mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 27, 2024Oct 31, 2024 (34 d)
Anneke NiemiraChevy Chase Trust Company mixed wealthNew Edge Wealth BD affiliatedRIA to affiliated broker-dealer or bankNov 15, 2023Nov 27, 2023
Andrew Reding MarshallChevy Chase Trust Company mixed wealthCitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Dec 22, 2021
Daniel A SerraChevy Chase Trust Company mixed wealthSagevest Wealth Management independent RIARIA to RIAOct 21, 2021Dec 17, 2021 (57 d)
Hsuan WangChevy Chase Trust Company mixed wealthCommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 29, 2019Oct 9, 2021 (711 d)
Robert Eric KrausChevy Chase Trust Company otherAsb Capital Management LLC otherOtherJul 5, 2017May 29, 2008
Carlton William DavisChevy Chase Trust Company otherAsb Capital Management LLC otherOtherNov 15, 2016May 31, 2013
Michael S. CalkinChevy Chase Trust Company otherMacroview Investment Management LLC otherOtherMar 1, 2013Apr 16, 2012
John Arnold EdwardsChevy Chase Trust Company otherAsb Capital Management LLC otherOtherMar 26, 2010May 29, 2008
Daniel Jay CohenChevy Chase Trust Company otherMacroview Investment Management LLC otherOtherJan 6, 2010Jan 12, 2010
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12 moves match.