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 440 Investment Group, 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.

AdvisorFromToTypeLeftRegistered
Jamie Christopher Cinotto440 Investment Group, LLC otherMariner otherOtherMar 31, 2018Mar 12, 2018
Brett Christopher Kunshek440 Investment Group, LLC otherMariner otherOtherMar 31, 2018Mar 1, 2018
David Anderson Cummings440 Investment Group, LLC otherEdward Jones national BDOtherFeb 4, 2013Feb 10, 2017 (1467 d)
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3 moves match.