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 Cutter Financial Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Todd Aaron Schneider | Cutter Financial Group LLC independent RIA | Golden State Equity Advisors, LLC independent RIA | RIA to RIA | Mar 15, 2021 | Jan 12, 2021 |
| Gerald Joseph Robillard | Cutter Financial Group LLC independent RIA | Virtue Capital Management, LLC independent RIA | RIA to RIA | Jan 11, 2021 | Dec 15, 2020 |
| Susan Johanna Roman | Cutter Financial Group LLC independent RIA | Strategic Planning Group, Inc. independent RIA | RIA to RIA | Sep 18, 2018 | Sep 24, 2018 |
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3 moves match.