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 Cabana Advisors, 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 |
|---|---|---|---|---|---|
| Burt Allen Snover | Cabana Advisors, LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Apr 16, 2019 | Apr 18, 2019 |
| Jun Zhu | Cabana Advisors, LLC other | Crystal Investment Management state registered | Other | Jul 11, 2017 | Oct 6, 2025 (3009 d) |
| Xianghai Henry Ma | Cabana Advisors, LLC other | Julex Capital Management other | Other | Jan 21, 2014 | Feb 7, 2013 |
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3 moves match.