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 Cmh Wealth Management, 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 |
|---|---|---|---|---|---|
| Thomas David Burleigh | Cmh Wealth Management, LLC independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Feb 24, 2025 | Mar 3, 2025 |
| Holly Howe Colvin | Cmh Wealth Management, LLC other | Helm Financial Planning LLC state registered | Other | Aug 11, 2015 | Sep 4, 2015 |
| Michael Philip Wood | Cmh Wealth Management, LLC other | R M Davis Inc other | Other | Jan 17, 2013 | Apr 9, 2013 (82 d) |
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3 moves match.