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 C-J Advisory, Inc.
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 |
|---|---|---|---|---|---|
| Kyle Jeffrey Thompson | C-J Advisory, Inc. independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Aug 10, 2022 | Oct 15, 2021 |
| Maria Linda Kamin | C-J Advisory, Inc. independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Dec 8, 2021 | Dec 22, 2021 |
| Janet Lucinda Josselyn | C-J Advisory, Inc. independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Dec 8, 2021 | Nov 3, 2021 |
| Thomas William Goldman | C-J Advisory, Inc. independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Dec 8, 2021 | Nov 9, 2021 |
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4 moves match.