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 Canterbury Investment 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 |
|---|---|---|---|---|---|
| Brandon Bischof | Canterbury Investment Management, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Mar 12, 2025 | Dec 5, 2025 (268 d) |
| Tyler Ray Needler | Canterbury Investment Management, LLC mixed wealth | Wealth Advisory Solutions, LLC no RAUM | Other | Feb 26, 2019 | Jul 27, 2017 |
| Kregg Anthony Kiel | Canterbury Investment Management, LLC other | Kiel Investment Company state registered | Other | May 2, 2017 | Mar 6, 2019 (673 d) |
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3 moves match.