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 Cobblestone Capital Advisors, 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 |
|---|---|---|---|---|---|
| Isabella Francis Loughlin | Courier Capital, LLC independent RIA | Cobblestone Capital Advisors, LLC independent RIA | RIA to RIA | Jan 25, 2024 | Jan 30, 2024 |
| Charles Edward Ruff | Novem Group independent RIA | Cobblestone Capital Advisors, LLC independent RIA | RIA to RIA | Jul 21, 2022 | Aug 5, 2022 |
| Neal Todd Heslor | LPL Financial LLC other | Cobblestone Capital Advisors, LLC independent RIA | Other | Apr 3, 2017 | May 7, 2021 (1495 d) |
| Timothy Joseph Shanahan | Federated Securities Corp. no RAUM | Cobblestone Capital Advisors, LLC independent RIA | Other | Apr 21, 2011 | May 7, 2021 (3669 d) |
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4 moves match.