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 Cnl Educational Institute, 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 |
|---|---|---|---|---|---|
| Brandon Luckett | Cnl Educational Institute, LLC no RAUM | Caz Investments L.P. asset manager | Other | Jun 3, 2025 | Jan 29, 2026 (240 d) |
| Evan Harbot | Cnl Educational Institute, LLC no RAUM | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Apr 17, 2025 | May 8, 2025 |
| Kevin Michael Mayo | Cnl Educational Institute, LLC no RAUM | Cogent Private Wealth independent RIA | Other | Jun 23, 2023 | Apr 18, 2025 (665 d) |
| James Peter Bertram | Cnl Educational Institute, LLC no RAUM | Baynes Investment Counsel LLC state registered | Other | Jan 11, 2023 | Mar 21, 2023 (69 d) |
| Kurtis R Vande Streek | Cnl Educational Institute, LLC no RAUM | LPL Financial LLC independent RIA | Other | Nov 20, 2017 | Dec 5, 2017 |
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5 moves match.