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 Cam Investor Solutions
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 |
|---|---|---|---|---|---|
| Alyssa Rose Hinojosa Calhoun | Cam Investor Solutions independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 13, 2025 | Apr 7, 2025 |
| Josh David Lozow | Cam Investor Solutions independent RIA | Buckingham Strategic Wealth, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2019 | Jul 19, 2019 (45 d) |
| Stephen Eliot Chen | Cam Investor Solutions independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Oct 16, 2018 | Aug 31, 2024 (2146 d) |
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3 moves match.