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 Cypress Capital Group
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 |
|---|---|---|---|---|---|
| Massimo Santicchia | Cypress Capital Group independent RIA | Procyon mixed wealth | RIA to RIA | Mar 25, 2025 | Jan 1, 2026 (282 d) |
| Katherine Michelle Gallagher | Cypress Capital Group independent RIA | Procyon mixed wealth | RIA to RIA | Mar 25, 2025 | Mar 3, 2025 |
| Massimo Santicchia | Cypress Capital Group other | Crest Investment Partners LLC other | Other | Nov 23, 2016 | Jan 6, 2012 |
| Jeffrey Scott Greer | Cypress Capital Group other | Hightower Advisors, LLC other | Other | Nov 14, 2011 | Aug 12, 2010 |
| Michael Guy Blackmon | Cypress Capital Group other | Banyan Partners, LLC other | Other | Oct 20, 2008 | Jun 11, 2009 (234 d) |
| Steven Jay Rothenberg | Cypress Capital Group other | Carl Domino Inc. other | Other | Dec 16, 2005 | Feb 23, 2006 (69 d) |
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6 moves match.