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 Comperio Retirement Consulting, 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 |
|---|---|---|---|---|---|
| Scott Francis Fremer | Comperio Retirement Consulting, Inc. institutional | Henderson Brothers Financial Partners LLC independent RIA | Other | Jun 27, 2025 | Jul 21, 2025 |
| Charles Dean Leedy | Comperio Retirement Consulting, Inc. no RAUM | Hunter Street Investment Advisors LLC independent RIA | Other | Jan 19, 2016 | Apr 1, 2023 (2629 d) |
| Malcolm Mceachern Trevillian | Comperio Retirement Consulting, Inc. no RAUM | Chapel Hill Investment Advisors other | Other | Dec 8, 2009 | Jun 8, 2006 |
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3 moves match.