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 Cbf Advisors, LLC
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 |
|---|---|---|---|---|---|
| John Logan Morris | Cbf Advisors, LLC asset manager | Snowden Capital Advisors LLC other | Other | Apr 28, 2011 | Feb 14, 2013 (658 d) |
| Alison Elizabeth Burkett | Cbf Advisors, LLC asset manager | Snowden Capital Advisors LLC other | Other | Apr 28, 2011 | Sep 6, 2011 (131 d) |
| George Cordell Easter | Cbf Advisors, LLC asset manager | Advisors Asset Management, Inc. other | Other | Oct 9, 2009 | Jul 21, 2009 |
| John Smith Swarts | Cbf Advisors, LLC asset manager | Independent Alliance Advisors, LLC unclassified | Other | Feb 24, 2009 | Sep 7, 2010 (560 d) |
| Christopher Barry Roy | Cbf Advisors, LLC asset manager | Windrose Advisors LLC other | Other | Oct 24, 2006 | Feb 11, 2013 (2302 d) |
Page 1 of 1
5 moves match.