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 Cassaday & Co 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 |
|---|---|---|---|---|---|
| Matthew A Ramos | Mar Financial Planning, LLC unclassified | Cassaday & Co Inc independent RIA | Other | Jul 16, 2018 | Oct 13, 2018 (89 d) |
| Michelle Rae Wagner | Osaic Wealth, Inc. other | Cassaday & Co Inc other | Other | Apr 26, 2017 | May 9, 2017 |
| Stephen Dale Mcfeely | Harbour Capital Advisors, LLC other | Cassaday & Co Inc other | Other | Apr 12, 2016 | May 9, 2017 (392 d) |
| Steven Evans Ulrich | Homestead Advisers Corp. other | Cassaday & Co Inc independent RIA | Other | Dec 31, 2014 | May 23, 2019 (1604 d) |
| Kristina K Saunders | Farr Miller & Washington LLC other | Cassaday & Co Inc other | Other | Dec 2, 2011 | Dec 12, 2012 (376 d) |
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5 moves match.