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 Personal Cfo Solutions 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 |
|---|---|---|---|---|---|
| Kristin Sanguino | Personal Cfo Solutions LLC independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Jun 1, 2026 | May 1, 2026 |
| Carli Sandra Piccolella | Personal Cfo Solutions LLC independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Jun 1, 2026 | May 1, 2026 |
| John Higgins Vii | Personal Cfo Solutions LLC independent RIA | Consolidated Portfolio Review Corp independent RIA | RIA to RIA | Jun 1, 2026 | May 1, 2026 |
| Daniel John Field | Personal Cfo Solutions LLC other | Strategic Advisers LLC national BD | Other | Nov 10, 2017 | Dec 7, 2017 |
| James Walter Bassett | Personal Cfo Solutions LLC other | Altfest Personal Wealth Management independent RIA | Other | Mar 10, 2016 | Aug 11, 2021 (1980 d) |
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5 moves match.