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 Cypress Wealth Advisors
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 |
|---|---|---|---|---|---|
| James Eugene Longinotti | Cypress Wealth Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | May 17, 2019 | May 14, 2021 (728 d) |
| Sophie Angela Lee | Cypress Wealth Advisors independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | May 17, 2019 | May 1, 2019 |
| Judith Ann Webster | Cypress Wealth Advisors independent RIA | Dt Investments I LLC state registered | RIA to a state-registered adviser | Feb 28, 2019 | Sep 30, 2025 (2406 d) |
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3 moves match.