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 Chinook Capital Management 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.

AdvisorFromToTypeLeftRegistered
Brenton Michael HarrisCharles Schwab & Co., Inc. national BDChinook Capital Management LLC otherOtherJun 3, 2005Jul 7, 2005 (34 d)
Ethan Andrew BrogaCharles Schwab & Co., Inc. national BDChinook Capital Management LLC otherOtherOct 22, 2003Nov 7, 2003
Jack Donald MonteithPinnacle Wealth Advisors otherChinook Capital Management LLC otherOtherDec 10, 2002Jan 18, 2001
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3 moves match.