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 Cynosure Advisors
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 |
|---|---|---|---|---|---|
| Christopher Hal Neddo | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | Jan 15, 2019 |
| David Reed Hunter | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | May 2, 2018 |
| Richard Keith Taylor | Cynosure Advisors institutional | Cynosure Group, LLC asset manager | Other | Jan 9, 2019 | Jan 27, 2023 (1479 d) |
| Spencer Peterson Eccles | Cynosure Advisors institutional | Cynosure Group, LLC other | Other | Jan 9, 2019 | Apr 6, 2018 |
| Herbert Eugene Scruggs | Cynosure Advisors institutional | Cynosure Group, LLC asset manager | Other | Jan 9, 2019 | Jan 27, 2023 (1479 d) |
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5 moves match.