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 Cfs Wealth 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 |
|---|---|---|---|---|---|
| Donald Alan Stringfield | Cfs Wealth Management other | Rosen Capital Management, Inc. other | Other | Jan 2, 2013 | Jan 8, 2013 |
| Christopher Edward Wieters | Cfs Wealth Management other | MML Investors Services, LLC other | Other | Jan 29, 2010 | May 5, 2010 (96 d) |
| Stephen Dale Anderson | Cfs Wealth Management other | Chapman Financial Services, LLC unclassified | Other | Mar 14, 2008 | Mar 3, 2008 |
| Wade Timothy Chapman | Cfs Wealth Management other | Chapman Financial Services, LLC unclassified | Other | Mar 14, 2008 | Feb 15, 2008 |
| Donald Alan Stringfield | Cfs Wealth Management other | Chapman Financial Services, LLC unclassified | Other | Mar 14, 2008 | Mar 3, 2008 |
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5 moves match.