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 Cfci
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 |
|---|---|---|---|---|---|
| Eric Quinten Giesler | Cfci independent RIA | Blue Crab Partners other | Other | Jan 23, 2023 | Apr 30, 2013 |
| Gregory Alan Smith | Cfci independent RIA | Blue Crab Partners other | Other | Nov 17, 2022 | Oct 14, 2020 |
| David Earl Mcgill | Cfci other | Comprehensive Financial Consultants independent RIA | Other | Jul 17, 2013 | Sep 1, 2020 (2603 d) |
| Scott Wayne Clampitt | Cfci other | Spc other | Other | Feb 24, 2006 | Oct 5, 2005 |
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4 moves match.