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 Cfo4life, L.P.
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 |
|---|---|---|---|---|---|
| Aaron Roderick Estrada | Cfo4life, L.P. other | Trinity Portfolio Advisors, LLC other | Other | Aug 29, 2016 | Aug 6, 2016 |
| Morgan Jo Webb | Cfo4life, L.P. other | Trinity Portfolio Advisors, LLC other | Other | Jul 22, 2016 | Aug 5, 2016 |
| Crystal Leigh Billing | Cfo4life, L.P. other | Sfmg Wealth Advisors independent RIA | Other | Apr 26, 2016 | Oct 18, 2019 (1270 d) |
| Lawrence David Silverman | Cfo4life, L.P. other | LPL Financial LLC other | Other | Jul 17, 2013 | Aug 7, 2013 |
| Amy Gail Legate | Cfo4life, L.P. other | LPL Financial LLC other | Other | Jul 17, 2013 | Aug 23, 2013 (37 d) |
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5 moves match.