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 Cuttingedge Advisors

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
Norman Hugh MeyerCuttingedge Advisors independent RIAVestech Asset Management Inc. state registeredRIA to a state-registered adviserAug 9, 2018Apr 24, 2018
Milton J Beile IIICuttingedge Advisors independent RIAVestech Asset Management Inc. state registeredRIA to a state-registered adviserMar 9, 2018Mar 15, 2018
Ed Tiencken McmanusCuttingedge Advisors otherSilver Oak Securities, Inc. otherOtherDec 31, 2016Oct 25, 2016
Marco Antonio RamirezCuttingedge Advisors otherVestech Asset Management Inc. state registeredOtherMay 31, 2016Mar 3, 2017 (276 d)
David Charles KingCuttingedge Advisors otherSeverin Investments LLC independent RIAOtherDec 31, 2014Sep 16, 2014
Norman Hugh MeyerCuttingedge Advisors otherConcorde Asset Management, LLC otherOtherDec 31, 2014Apr 10, 2013
Jeffrey Joe KaufmanCuttingedge Advisors otherConcorde Asset Management, LLC otherOtherDec 31, 2014Dec 7, 2016 (707 d)
Douglas Michael SimmsCuttingedge Advisors otherDatatex Investment Services Inc otherOtherFeb 15, 2012Sep 1, 2011
Brent Allen GorterCuttingedge Advisors otherSilver Oak Securities, Inc. otherOtherApr 14, 2011Apr 14, 2011
Jason Christopher Vander PolCuttingedge Advisors otherSilver Oak Securities, Inc. otherOtherApr 14, 2011Apr 14, 2011
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10 moves match.