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 Cue Financial Group, 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.

AdvisorFromToTypeLeftRegistered
Ryan George TorontoCue Financial Group, Inc. otherLPL Financial LLC otherOtherMar 24, 2008Mar 24, 2008
Lynella Ann DevillierCue Financial Group, Inc. otherLPL Financial LLC otherOtherDec 7, 2007Jun 22, 2011 (1293 d)
Stephen Guy ShippCue Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 7, 2007Dec 13, 2007
Sheila Rae StowersCue Financial Group, Inc. otherDimensional Fund Advisors LP otherOtherOct 8, 2007Oct 19, 2007
Bradley Brien BurrCue Financial Group, Inc. otherAmerican General Securities Incorporated unclassifiedOtherJan 16, 2007Sep 23, 2008 (616 d)
Martin D BeardCue Financial Group, Inc. otherAvantax Advisory Services otherOtherSep 5, 2006Jun 11, 2008 (645 d)
Steven Douglas BlairCue Financial Group, Inc. otherInvest Financial Corporation otherOtherNov 18, 2004Jan 3, 2005 (46 d)
Christopher Leo ArnoldCue Financial Group, Inc. otherOn Investment Management Co otherOtherJul 16, 2004May 29, 2008 (1413 d)
Gary Todd StringerCue Financial Group, Inc. otherFsc Securities Corporation otherOtherMay 21, 2004Jun 25, 2004 (35 d)
Derek Joseph SinaniCue Financial Group, Inc. otherFsc Securities Corporation otherOtherMay 21, 2004Jun 25, 2004 (35 d)
Kimberly Whitten ChoiniereCue Financial Group, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherFeb 13, 2004Feb 22, 2022 (6584 d)
Craig MorningstarCue Financial Group, Inc. otherSynergy Investment Group, LLC otherOtherJun 11, 2002Jul 26, 2004 (776 d)
Paul Joseph PhillipsCue Financial Group, Inc. otherSecond Look Financial, LLC. state registeredOtherJun 11, 2002Oct 27, 2006 (1599 d)
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73 moves match.