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 Canterbury Consulting Incorporated

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
Jared ArteagaCanterbury Consulting Incorporated mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 20, 2026Sep 9, 2026 (173 d)
Molly Miller WaltersCanterbury Consulting Incorporated mixed wealthThe Clarius Group, LLC independent RIARIA to RIAApr 17, 2025May 19, 2025 (32 d)
Andrew Bloom MoelCanterbury Consulting Incorporated mixed wealthMonograph Wealth Advisors, LLC independent RIARIA to RIASep 1, 2020Feb 3, 2021 (155 d)
Denise Jaylene Jaylene HowardCanterbury Consulting Incorporated mixed wealthParametric Portfolio Associates mixed wealthRIA to RIAFeb 7, 2018Jun 28, 2018 (141 d)
Thomas Hale MaloneyCanterbury Consulting Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 20, 2011May 14, 2020 (3282 d)
Matthew Taylor AyersCanterbury Consulting Incorporated otherDeutsche Bank Securities Inc. otherOtherJan 21, 2010Feb 2, 2010
David Dewayne EhlertCanterbury Consulting Incorporated otherArbor Family Wealth Advisors, Inc. state registeredOtherJan 2, 2008Jan 7, 2008
John Gilbert PrichardCanterbury Consulting Incorporated otherKnightsbridge Wealth Management otherOtherOct 12, 2005Jun 16, 2005
Page 1 of 1
8 moves match.