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 Cpa Investment Solutions, 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 |
|---|---|---|---|---|---|
| Ryan Charles Barrett | Comprehensive Investment Solutions, LLC other | Cpa Investment Solutions, LLC other | Other | Oct 13, 2015 | Oct 13, 2009 |
| Eric Todd Lanshe | Comprehensive Investment Solutions Inc unclassified | Cpa Investment Solutions, LLC other | Other | Apr 3, 2003 | Sep 10, 2001 |
| Augustine Anton Repetto | Comprehensive Investment Solutions Inc unclassified | Cpa Investment Solutions, LLC other | Other | Apr 3, 2003 | Oct 28, 2002 |
| Anthony John Carrino | Comprehensive Investment Solutions Inc unclassified | Cpa Investment Solutions, LLC other | Other | Apr 3, 2003 | Sep 6, 2001 |
| Dean Adam Mioli | Comprehensive Investment Solutions Inc unclassified | Cpa Investment Solutions, LLC other | Other | Oct 9, 2002 | Sep 6, 2001 |
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5 moves match.