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 Cgis Advisors 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 |
|---|---|---|---|---|---|
| Clotilde Levi | Cgis Advisors LLC no RAUM | Premier Capital Advisors LLC institutional | Other | Dec 20, 2017 | Apr 5, 2018 (106 d) |
| Felipe Mois | Cgis Advisors LLC no RAUM | J.P. Morgan Securities LLC wirehouse | Other | Dec 20, 2017 | Dec 13, 2022 (1819 d) |
| Erik Luis Halvorssen Villegas | Cgis Advisors LLC no RAUM | Harbor Ithaka other | Other | Nov 30, 2016 | Jan 30, 2017 (61 d) |
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3 moves match.