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 Chitwood-Lindberg Wealth 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 |
|---|---|---|---|---|---|
| Manly Parks Lee | Chitwood-Lindberg Wealth Management other | Creativeone Wealth, LLC independent RIA | Other | Oct 31, 2018 | Apr 24, 2023 (1636 d) |
| Jennifer Story Quirk | Chitwood-Lindberg Wealth Management other | Cetera Investment Advisers LLC BD affiliated | Other | Oct 31, 2018 | Feb 20, 2025 (2304 d) |
| Todd W Talbot | Chitwood-Lindberg Wealth Management other | Creativeone Wealth, LLC independent RIA | Other | Oct 31, 2018 | Apr 21, 2023 (1633 d) |
| Scott Jameson Corcoran | Chitwood-Lindberg Wealth Management other | Corcoran Capital Management LLC unclassified | Other | Jan 12, 2018 | Apr 6, 2018 (84 d) |
| Sarah Elizabeth Thomas | Chitwood-Lindberg Wealth Management other | Wells Fargo Advisors wirehouse | Other | Dec 27, 2016 | Dec 12, 2016 |
| Michael Ronald Hindman | Chitwood-Lindberg Wealth Management other | Belpointe Asset Management LLC other | Other | May 9, 2016 | May 19, 2016 |
| Patrick Rankin Chitwood | Chitwood-Lindberg Wealth Management other | Chitwood Advisory Group unclassified | Other | Jul 28, 2011 | Apr 19, 2011 |
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7 moves match.