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 Cedar Brook Group
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 |
|---|---|---|---|---|---|
| Daniel Gregory Nigito | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2024 | Jun 14, 2024 |
| Rebecca Bar-Shain | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2024 | Apr 13, 2021 |
| Edward Detomaso | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| Michael Anthony Dejohn | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| Jonathan Arntz | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| David Robertson | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 13, 2021 |
| Howard Slater | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| William Glubiak | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| Mark Munday | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| Azim Nakhooda | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| Christine Sivak | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 7, 2021 |
| David Weikert | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 18, 2024 |
| Frank Legan | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Apr 13, 2021 |
| Adam Meidenbauer | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 25, 2024 |
| Wayne Salsbury | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 27, 2024 |
| Brian Morton | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 26, 2024 |
| Adam Philipp | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jun 20, 2024 |
| Mordechai Khaimov | Cedar Brook Group independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jul 3, 2024 |
| Dayna Marie Smith | Cedar Brook Group independent RIA | Stratos Wealth Advisors LLC independent RIA | RIA to RIA | Jan 24, 2024 | Apr 10, 2024 (77 d) |
| Judith Lynn Hernandez | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2023 | Apr 7, 2021 |
| Jeremy Michael Saham | Cedar Brook Group independent RIA | Cadaret Grant & Co Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 5, 2022 | Apr 7, 2021 |
| Theodore Stewart Lorenzen | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2021 | Apr 1, 2021 |
| David Alan Leavitt | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2021 | Apr 7, 2021 |
| Lee Bryan Friedman | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2021 | Apr 7, 2021 |
| Mark J Tichar | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2021 | Apr 1, 2021 |
| Anthony R. Podojil | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2021 | Apr 1, 2021 |
| Richard Lee Anderson | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Mar 1, 2021 |
| Mark David Heisey | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Mar 1, 2021 |
| Michael J Primerano | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Mar 1, 2021 |
| Shannon C Barry | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Mar 1, 2021 |
| Bradley Jay Schlang | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 13, 2020 | Oct 23, 2020 |
| Gregg Randall Fortune | Cedar Brook Group independent RIA | Arbor Point Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 13, 2019 | Oct 3, 2019 |
| Lisa Meredith Fentress | Cedar Brook Group independent RIA | Mariner independent RIA | RIA to RIA | Oct 30, 2018 | Nov 28, 2018 |
Page 1 of 1
33 moves match.