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 Chancellor Financial Group Wb LP
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 |
|---|---|---|---|---|---|
| Troy Vincent Edwards | Chancellor Financial Group Wb LP independent RIA | Jacobi Capital Management, LLC independent RIA | RIA to RIA | Mar 14, 2025 | Dec 1, 2025 (262 d) |
| Daniel Joseph Cardell | Chancellor Financial Group Wb LP no RAUM | Chicago Partners Investment Group LLC independent RIA | Other | Oct 24, 2018 | Oct 31, 2018 |
| Timothy Daniel June | Chancellor Financial Group Wb LP no RAUM | Nfsg Corporation other | Other | May 7, 2015 | May 18, 2015 |
| Stacey Alan Wyandt | Chancellor Financial Group Wb LP no RAUM | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | May 6, 2014 | Mar 5, 2021 (2495 d) |
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4 moves match.