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 Chicory Wealth
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 |
|---|---|---|---|---|---|
| Christina Noelle Kramlich | Chicory Wealth independent RIA | Cantata Wealth Management, LLC independent RIA | RIA to RIA | Aug 30, 2024 | Jan 16, 2025 (139 d) |
| Brenda Allen Sakon | Chicory Wealth independent RIA | Francis Financial independent RIA | RIA to RIA | Oct 26, 2023 | Feb 15, 2024 (112 d) |
| Noelle C Kacerek | Chicory Wealth independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Aug 11, 2023 | Jan 22, 2024 (164 d) |
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3 moves match.