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 Cambridge 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Zachary John Joiner | Cambridge Capital Management, LLC independent RIA | Archford Capital Strategies, LLC independent RIA | RIA to RIA | Oct 23, 2019 | Dec 20, 2019 (58 d) |
| Nathan L Parchman | Cambridge Capital Management, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Apr 4, 2019 | Jun 10, 2019 (67 d) |
| Ashlee Nicole Ogrzewalla | Cambridge Capital Management, LLC other | Nfp Advisor Services, LLC other | Other | Feb 4, 2014 | May 27, 2014 (112 d) |
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3 moves match.