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
Arrivals at Cms Wealth Management
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 |
|---|---|---|---|---|---|
| John M Demasi | Affinity Wealth Management LLC other | Cms Wealth Management other | Other | Dec 10, 2015 | Aug 22, 2017 (621 d) |
| Eric Todd Lanshe | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cms Wealth Management other | Other | May 3, 2011 | Jan 30, 2014 (1003 d) |
| Jennifer Ann Garrett | Conservest Capital Advisors Inc other | Cms Wealth Management other | Other | Nov 23, 2005 | Sep 29, 2006 (310 d) |
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3 moves match.