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 Checchi Capital Advisers, 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 |
|---|---|---|---|---|---|
| Robert B Robinson | Checchi Capital Advisers, LLC independent RIA | Tru Independence Asset Management 2, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Apr 2, 2026 (92 d) |
| Robert Drew Bodner | Checchi Capital Advisers, LLC independent RIA | Corient independent RIA | RIA to RIA | Jun 18, 2024 | Jul 22, 2024 (34 d) |
| Christopher Robert Pelch | Checchi Capital Advisers, LLC independent RIA | Vance Wealth independent RIA | RIA to RIA | Feb 18, 2021 | Jan 15, 2025 (1427 d) |
| Daniel Won Seo | Checchi Capital Advisers, LLC independent RIA | Caerus Investment Advisors, LLC independent RIA | RIA to RIA | Apr 4, 2019 | Nov 10, 2025 (2412 d) |
| Christopher Laurence Swaine | Checchi Capital Advisers, LLC independent RIA | E*Trade Capital Management, LLC independent RIA | RIA to RIA | Nov 8, 2018 | Mar 13, 2019 (125 d) |
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5 moves match.