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 Chisholm & Dames 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 |
|---|---|---|---|---|---|
| Steven Charles Pierce | Chisholm & Dames Inc other | Pierce Financial LLC state registered | Other | Dec 31, 2024 | Jan 1, 2025 |
| Mark Minder | Chisholm & Dames Inc other | Darden Wealth Group independent RIA | Other | Sep 17, 2018 | May 17, 2018 |
| Andrea Bernardini Darden | Chisholm & Dames Inc other | Darden Wealth Group independent RIA | Other | Sep 13, 2018 | May 16, 2018 |
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3 moves match.