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 Chandler Asset Management 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.

AdvisorFromToTypeLeftRegistered
Rare Immoire WilliamsFidelity Personal And Workplace Advisors BD affiliatedChandler Asset Management Inc institutionalOtherNov 25, 2024Apr 23, 2025 (149 d)
Kyle Harry PerryFbl Wealth Management, LLC BD affiliatedChandler Asset Management Inc institutionalOtherJun 6, 2023Oct 8, 2024 (490 d)
Michael Thomas RasmussenKore Advisors LP asset managerChandler Asset Management Inc institutionalOtherMar 25, 2022Apr 11, 2023 (382 d)
Benjamin Preston MendenhallPtma Investment Advisors asset managerChandler Asset Management Inc institutionalOtherSep 11, 2021Sep 26, 2022 (380 d)
James Aaron NailWells Fargo Advisors wirehouseChandler Asset Management Inc institutionalOtherNov 14, 2019Jan 11, 2024 (1519 d)
Scott David PrickettDavidson Fixed Income Management, Inc. otherChandler Asset Management Inc otherOtherApr 30, 2014May 1, 2014
Christopher Stephen MccarryZacks Investment Management, Inc. otherChandler Asset Management Inc otherOtherJul 24, 2013Jul 25, 2013
Deynan Scott StitcherNewport Group Securities, Inc. otherChandler Asset Management Inc institutionalOtherFeb 28, 2012May 9, 2025 (4819 d)
Christopher Keith BlackwoodDavidson Fixed Income Management, Inc. otherChandler Asset Management Inc institutionalOtherMay 25, 2010Feb 21, 2025 (5386 d)
Steven Eric HuntleyCambridge Investment Research Advisors, Inc. otherChandler Asset Management Inc institutionalOtherSep 16, 2009May 13, 2025 (5718 d)
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10 moves match.