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 Cherry Hills Investment Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Aaron Robert Anderson | Cherry Hills Investment Advisors, Inc. other | Fit Wealth Management independent RIA | Other | Apr 4, 2017 | Sep 11, 2019 (890 d) |
| Kevin B Mcculley | Cherry Hills Investment Advisors, Inc. other | Southstate Private Capital Management LLC other | Other | Apr 4, 2017 | Apr 22, 2017 |
| Parker Austin Cleveland | Cherry Hills Investment Advisors, Inc. other | Corex Portfolios, LLC unclassified | Other | Apr 4, 2017 | Nov 25, 2020 (1331 d) |
| Elisabeth Loeb Jacobson | Cherry Hills Investment Advisors, Inc. other | Shine Wealth Partners other | Other | Jan 27, 2017 | Nov 17, 2017 (294 d) |
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4 moves match.