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 Cahaba Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Sarah Walton Burchfield Cobb | Cahaba Wealth Management, Inc. independent RIA | Park Place Capital Corporation mixed wealth | RIA to RIA | Jun 9, 2025 | Jun 6, 2025 |
| Joshua Severn Hegland | Cahaba Wealth Management, Inc. independent RIA | Sound View Wealth Advisors Group, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 9, 2025 |
| Jacqueline Rae Webster | Cahaba Wealth Management, Inc. independent RIA | Finwell, Inc. state registered | RIA to a state-registered adviser | Nov 8, 2024 | Dec 19, 2024 (41 d) |
| Charles Thomas Anglin | Cahaba Wealth Management, Inc. independent RIA | Arcus Capital Partners, LLC independent RIA | RIA to RIA | Apr 23, 2021 | Apr 29, 2021 |
| Madeline Mcivor | Cahaba Wealth Management, Inc. independent RIA | Facet independent RIA | RIA to RIA | Oct 27, 2020 | Aug 27, 2020 |
| Susan R Copeland | Cahaba Wealth Management, Inc. independent RIA | Bridgeworth Wealth Management independent RIA | RIA to RIA | Jan 21, 2020 | Jan 23, 2020 |
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6 moves match.