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 Cloak 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 |
|---|---|---|---|---|---|
| Laura L. Wamre | Cloak Advisors state registered | Mutual Advisors, LLC BD affiliated | Other | Jul 11, 2018 | Apr 25, 2018 |
| Kayla Loree Hebb | Cloak Advisors state registered | Cambridge Investment Research Advisors, Inc. other | Other | Aug 1, 2017 | Aug 8, 2017 |
| Codie Tiffin | Cloak Advisors state registered | Cetera Investment Advisers LLC other | Other | Jun 14, 2017 | Jun 30, 2017 |
Page 1 of 1
3 moves match.