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 Chatham Wealth Management
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 |
|---|---|---|---|---|---|
| Tucker Sandercock | Chatham Wealth Management independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2026 | Aug 14, 2026 (143 d) |
| Gregory Paul Shaw | Chatham Wealth Management other | H&S Tax And Wealth Advisors LLC state registered | Other | Dec 4, 2017 | Nov 24, 2017 |
| Elizabeth Peterson Wahlig | Chatham Wealth Management other | Securian Financial Services, Inc. other | Other | Apr 27, 2015 | Oct 16, 2015 (172 d) |
| Ralph Elmer Rosamilia | Chatham Wealth Management other | Chatham Wealth Management, LLC unclassified | Other | Jan 22, 2015 | Aug 20, 2009 |
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4 moves match.