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 Cfs Investment Advisory Services LLC
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 Ryan Swikart | Wealthspire Advisors independent RIA | Cfs Investment Advisory Services LLC independent RIA | RIA to RIA | Aug 23, 2021 | Jun 13, 2022 (294 d) |
| Anthony E Ghetian | Edelman Financial Engines independent RIA | Cfs Investment Advisory Services LLC mixed wealth | RIA to RIA | Jul 16, 2019 | Feb 25, 2020 (224 d) |
| Edward Swikart | Edelman Financial Services, LLC other | Cfs Investment Advisory Services LLC other | Other | Dec 8, 2017 | Jul 8, 2010 |
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3 moves match.