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 Chief Advisors Corp

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.

AdvisorFromToTypeLeftRegistered
Thaine Allan StreitChief Advisors Corp state registeredCreativeone Wealth, LLC independent RIAOtherSep 23, 2025Sep 23, 2025
Peter Elliott LetchChief Advisors Corp state registeredCambridge Investment Research Advisors, Inc. BD affiliatedOtherDec 31, 2022Jan 3, 2023
Christopher Paul SheeranChief Advisors Corp state registeredPackerland Brokerage Services, Inc. independent RIAOtherMar 31, 2020Mar 30, 2020
John Frederick CosgroveChief Advisors Corp state registeredTc Advisors Ltd. independent RIAOtherDec 31, 2018Apr 9, 2018
Millard Scott NorrisChief Advisors Corp state registeredRoyal Fund Management, LLC otherOtherAug 17, 2012Mar 31, 2014 (591 d)
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5 moves match.