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 Cypress Wealth Services, 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.

AdvisorFromToTypeLeftRegistered
Leigh Burwell SmithCypress Wealth Services, LLC independent RIAInsight Folios independent RIARIA to RIAMar 4, 2024Feb 28, 2024
Lisa Diane BeatyCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIASep 24, 2021Jul 1, 2021
Kurt MortensonCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIASep 2, 2021Sep 2, 2021
Michael Reed MortensonCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIASep 2, 2021Sep 2, 2021
Christopher Raymond RickCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIAJun 4, 2021Jun 7, 2021
Shattuck Franklin LammCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIAApr 19, 2021Jul 18, 2019
Mark William ThatcherCypress Wealth Services, LLC independent RIAKeystone Private Wealth independent RIARIA to RIANov 12, 2020Jul 18, 2019
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7 moves match.