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 Cfo 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 |
|---|---|---|---|---|---|
| Joseph Anthony Tatusko | Cfo Capital Management, LLC independent RIA | Moneco Advisors independent RIA | RIA to RIA | May 5, 2026 | May 5, 2026 |
| Timothy G Tymniak | Cfo Capital Management, LLC independent RIA | Moneco Advisors independent RIA | RIA to RIA | May 5, 2026 | May 5, 2026 |
| George Thorne Daimler | Cfo Capital Management, LLC independent RIA | Glass Lakes Capital Management LLC independent RIA | RIA to RIA | May 1, 2026 | Apr 1, 2026 |
| David Randall Peters | Cfo Capital Management, LLC independent RIA | Peters Financial LLC state registered | RIA to a state-registered adviser | Oct 4, 2023 | Sep 19, 2023 |
| Susan K Roth | Cfo Capital Management, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Mar 20, 2019 | Apr 11, 2019 |
| Samuel Kent Van Allen | Cfo Capital Management, LLC other | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Mar 31, 2017 | Aug 19, 2026 (3428 d) |
| Ian Alexander Armstrong | Cfo Capital Management, LLC other | Clear Harbor Asset Management, LLC independent RIA | Other | Aug 11, 2006 | Jul 14, 2020 (5086 d) |
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7 moves match.