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 Cambridge Wealth Counsel
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 |
|---|---|---|---|---|---|
| Brandy Kilgore Wright | Cambridge Wealth Counsel other | Modera Wealth Management, LLC other | Other | Feb 28, 2017 | Jan 3, 2017 |
| Robert Spencer Hockett | Cambridge Wealth Counsel other | Modera Wealth Management, LLC other | Other | Feb 28, 2017 | Jan 3, 2017 |
| Barry Howard Kaplan | Cambridge Wealth Counsel other | Modera Wealth Management, LLC other | Other | Feb 28, 2017 | Jan 5, 2017 |
| Marc Anthony Jimenez | Cambridge Wealth Counsel other | Mclean Asset Management Corp. other | Other | Jun 18, 2013 | Jun 18, 2013 |
| Neil Von Mahoney | Cambridge Wealth Counsel other | Abw Wealth Advisors unclassified | Other | Oct 31, 2012 | Nov 2, 2012 |
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5 moves match.