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 Chesapeake 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 |
|---|---|---|---|---|---|
| Gertrude Margaret Quinto | Osaic Institutions, Inc. other | Chesapeake Wealth Management other | Other | Jul 21, 2014 | Jul 21, 2014 |
| Brian Scott Mccleskey | Osaic Institutions, Inc. other | Chesapeake Wealth Management other | Other | Apr 29, 2013 | Apr 30, 2013 |
| Daniel Joseph Johnedis | Edward Jones national BD | Chesapeake Wealth Management other | Other | Aug 30, 2011 | Aug 15, 2013 (716 d) |
| Nickles Gregory Spryn | Uvest Financial Services Group, Inc. unclassified | Chesapeake Wealth Management other | Other | Nov 28, 2007 | Feb 21, 2008 (85 d) |
| David Wayne Homard | Bi Investments, LLC unclassified | Chesapeake Wealth Management other | Other | Oct 2, 2006 | Feb 8, 2007 (129 d) |
| John Mark Monroe | Bi Investments, LLC unclassified | Chesapeake Wealth Management other | Other | Dec 20, 2005 | Sep 29, 2006 (283 d) |
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6 moves match.