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 Chessman Wealth Strategies

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.

AdvisorFromToTypeLeftRegistered
Wade Hamilton ChessmanChessman Wealth Strategies independent RIACwm, LLC independent RIARIA to RIAMar 30, 2020Apr 18, 2019
Sean Anthony PhillipsChessman Wealth Strategies independent RIACwm, LLC independent RIARIA to RIAMar 30, 2020Apr 18, 2019
Dudley Lee SimmsChessman Wealth Strategies independent RIACwm, LLC independent RIARIA to RIAJan 14, 2020Apr 18, 2019
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3 moves match.