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 Cantella & Co., 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.

AdvisorFromToTypeLeftRegistered
Michael ParenteCantella & Co., Inc. otherCetera Investment Advisers LLC BD affiliatedOtherSep 8, 2009Mar 21, 2024 (5308 d)
John Christopher TutenCantella & Co., Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJun 9, 2009Jul 16, 2009 (37 d)
Robert John AhearnCantella & Co., Inc. otherAvantax Advisory Services otherOtherApr 8, 2008Mar 15, 2010 (706 d)
Thomas Joseph MonahanCantella & Co., Inc. otherEplanning Advisors Inc unclassifiedOtherMar 11, 2008Mar 3, 2008
Richard Edmond WedgeCantella & Co., Inc. otherNrp Advisors, Inc. unclassifiedOtherMar 11, 2008Mar 3, 2008
Edward Christopher BurkeCantella & Co., Inc. otherNrp Advisors, Inc. unclassifiedOtherJan 31, 2008Jan 2, 2008
Jill Barry SheaCantella & Co., Inc. otherNrp Advisors, Inc. unclassifiedOtherDec 20, 2007Dec 18, 2007
Donald John KremerCantella & Co., Inc. otherPrivate Advisor Group, LLC otherOtherOct 22, 2007Feb 25, 2012 (1587 d)
Randolph S ClarkCantella & Co., Inc. otherInvest Financial Corporation otherOtherApr 27, 2007Mar 30, 2007
Brian MccarthyCantella & Co., Inc. otherWoodbury Financial Services, Inc. otherOtherApr 3, 2007Apr 2, 2007
Pamela Sue HarrisonCantella & Co., Inc. otherHarrison Financial unclassifiedOtherJan 31, 2007Feb 2, 2007
Frank Gustave DemaioCantella & Co., Inc. otherSterling Financial Services, LLC otherOtherDec 20, 2006Jan 19, 2007
Mark Anthony BoserCantella & Co., Inc. otherNrp Financial, Inc. unclassifiedOtherOct 30, 2006Jan 3, 2008 (430 d)
John Fiske FaustinoCantella & Co., Inc. otherCentaurus Financial, Inc. otherOtherJul 31, 2006Jul 28, 2006
Arthur Floyd HazenCantella & Co., Inc. otherInvest Financial Corporation otherOtherMar 2, 2006Mar 9, 2006
Michael J. O'CallaghanCantella & Co., Inc. otherJ P Turner & Company Capital Management, LLC otherOtherFeb 16, 2006Feb 1, 2008 (715 d)
Martin William KrikorianCantella & Co., Inc. otherCapital Wealth Management state registeredOtherSep 2, 2005Oct 17, 2005 (45 d)
Sammy Amr AzzouzCantella & Co., Inc. otherB&D Advisors unclassifiedOtherSep 2, 2005Jan 29, 2004
John James RileyCantella & Co., Inc. otherCornerstone Investment Services otherOtherJul 11, 2005Jan 1, 2003
Andrew Michael MonsourCantella & Co., Inc. otherMonsour Advisory Services, Inc. state registeredOtherJun 29, 2005Jun 29, 2005
Jeffrey J KnightCantella & Co., Inc. otherCornerstone Investment Services otherOtherFeb 7, 2005Apr 25, 2005 (77 d)
John Thomas TurnerCantella & Co., Inc. otherJohn Turner Senior Advisors, LLC unclassifiedOtherDec 31, 2004Sep 4, 2007 (977 d)
Zigmas KakneviciusCantella & Co., Inc. otherAst Investment Services, Inc. otherOtherDec 31, 2004Jun 19, 2006 (535 d)
Gordon Tracy LangeCantella & Co., Inc. otherLPL Financial LLC otherOtherMay 20, 2004Apr 29, 2004
Steven Teruo NakaoCantella & Co., Inc. otherAloha Wealthcare Management, LLC state registeredOtherMar 11, 2004Mar 11, 2026 (8035 d)
Mary Jean RobbinsCantella & Co., Inc. otherMetlife Investment Fund Services LLC unclassifiedOtherFeb 20, 2004Feb 25, 2004
Debra Alyse NeimanCantella & Co., Inc. otherNeiman & Associates Financial Services, LLC state registeredOtherDec 19, 2002Nov 21, 2002
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207 moves match.