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 Cda Group
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 |
|---|---|---|---|---|---|
| Joseph David Schofield | Cda Group independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Mar 8, 2021 | Jan 12, 2026 (1771 d) |
| Steven Thomas Bright | Cda Group independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Mar 8, 2021 | Feb 24, 2021 |
| Jeffrey Kent Giguere | Cda Group independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Mar 8, 2021 | Feb 24, 2021 |
| Joseph Francis Montgomery | Cda Group independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 31, 2018 | Jan 18, 2019 (140 d) |
| Donald Lawrence Reichert | Cda Group independent RIA | The Reichert Company, Inc. unclassified | Other | Jul 25, 2018 | Aug 1, 2018 |
| William E Cappelmann | Cda Group other | Raymond James & Associates, Inc. national BD | Other | Jan 30, 2018 | Feb 9, 2026 (2932 d) |
| Mark Daniel Mcgrail | Cda Group other | Allstate Financial Advisors, LLC no RAUM | Other | Apr 29, 2015 | Feb 21, 2017 (664 d) |
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7 moves match.