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 Commerce Street Investment 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 |
|---|---|---|---|---|---|
| Gregory Lawrence Mykytyn | Commerce Street Investment Management institutional | Beacon Pointe Advisors, LLC independent RIA | Other | May 30, 2025 | Jun 7, 2025 |
| Matthew Paul Denbleyker | Commerce Street Investment Management institutional | Lee Financial Company, LLC independent RIA | Other | Apr 25, 2025 | Jun 17, 2025 (53 d) |
| Judd B. Cryer | Commerce Street Investment Management institutional | J.P. Morgan Securities LLC wirehouse | Other | Jan 10, 2024 | Jun 18, 2026 (890 d) |
| Ronald E Haney | Commerce Street Investment Management institutional | Empower Advisory Group, LLC BD affiliated | Other | Dec 31, 2023 | Mar 13, 2024 (73 d) |
| Annika Cail | Commerce Street Investment Management other | J.P. Morgan Securities LLC wirehouse | Other | Aug 14, 2018 | Apr 23, 2024 (2079 d) |
| Mark Wendall Whidby | Commerce Street Investment Management other | Lee Financial Company, LLC other | Other | May 23, 2016 | Oct 28, 2016 (158 d) |
| Robert Dean Pfeifer | Commerce Street Investment Management other | Frost Investment Advisors, LLC other | Other | Aug 23, 2010 | Sep 9, 2010 |
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7 moves match.