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 Cardea Capital Group, Inc.
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 |
|---|---|---|---|---|---|
| Cristina Claribel Acosta | Cardea Capital Group, Inc. independent RIA | Bolton Global Asset Management mixed wealth | RIA to RIA | Apr 24, 2024 | Jan 5, 2026 (621 d) |
| James G Breaux | Cardea Capital Group, Inc. mixed wealth | Lcp Institutional, LLC mixed wealth | RIA to RIA | Apr 18, 2023 | Mar 16, 2023 |
| Tomika Monique Boudreaux | Cardea Capital Group, Inc. mixed wealth | Cardea Capital Advisors, LLC independent RIA | RIA to RIA | Oct 20, 2021 | May 27, 2021 |
Page 1 of 1
3 moves match.