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 Culver Investment Company, 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 |
|---|---|---|---|---|---|
| Mark Patrick Culver | Culver Investment Company, LLC independent RIA | Culver And Company, Inc. unclassified | Other | Dec 14, 2020 | Jul 27, 2000 |
| Joshua William Park | Culver Investment Company, LLC independent RIA | Cohesion Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Nov 10, 2020 | Jun 15, 2020 |
| Casey Ames Herron | Culver Investment Company, LLC other | Independent Financial Partners other | Other | Mar 11, 2013 | Sep 18, 2013 (191 d) |
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3 moves match.