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 Chequers Financial Management 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 |
|---|---|---|---|---|---|
| Daniel Huston | Chequers Financial Management LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Jun 10, 2025 | Jun 20, 2025 |
| Eliot Charles Bares | Chequers Financial Management LLC independent RIA | Mcglone Suttner Wealth Management, Inc. independent RIA | RIA to RIA | Feb 16, 2021 | Dec 10, 2024 (1393 d) |
| Stewart Driscoll Preziose | Chequers Financial Management LLC other | Svb Wealth independent RIA | Other | Nov 13, 2017 | Aug 6, 2019 (631 d) |
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3 moves match.