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 Chesme Capital Management
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 |
|---|---|---|---|---|---|
| David Claude Roberts | Chesme Capital Management other | Waddell & Reed other | Other | Mar 11, 2015 | Dec 10, 2015 (274 d) |
| Michael Leland Gay | Chesme Capital Management other | Planvesting, LLC state registered | Other | Jan 2, 2013 | Nov 17, 2025 (4702 d) |
| John Stockdale Marshall | Chesme Capital Management other | Dynamic other | Other | Aug 22, 2012 | Jul 26, 2012 |
| James Robert Klomparens | Chesme Capital Management other | Global Retirement Partners LLC institutional | Other | Nov 22, 2010 | Mar 16, 2020 (3402 d) |
| Carla Marie Dells | Chesme Capital Management other | Burnham & Dells Advisors other | Other | Nov 22, 2010 | Oct 28, 2010 |
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5 moves match.