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 Cmg Capital Management Group, 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
Robert Clifton SchusterNed Davis Research, Inc. otherCmg Capital Management Group, Inc. independent RIAOtherOct 28, 2020May 23, 2023 (937 d)
Terrence Patrick CunninghamIp Financial Advisory Services LLC independent RIACmg Capital Management Group, Inc. mixed wealthRIA to RIAOct 21, 2020Oct 9, 2020
Cynthia Edythe GatlinHightower Advisors, LLC BD affiliatedCmg Capital Management Group, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 4, 2020May 14, 2020 (100 d)
John Francis MauldinMauldin Solutions, LLC asset managerCmg Capital Management Group, Inc. mixed wealthOtherJul 2, 2018Jul 11, 2018
Brian Andrew SchreinerSchreiner Capital Management, Inc. otherCmg Capital Management Group, Inc. otherOtherAug 10, 2015Mar 15, 2016 (218 d)
Michael Nmn TumoloSchreiner Capital Management, Inc. otherCmg Capital Management Group, Inc. otherOtherAug 10, 2015Nov 10, 2015 (92 d)
Kevin AuerbachKma Financial Group unclassifiedCmg Capital Management Group, Inc. otherOtherDec 31, 2013Jan 2, 2014
Christopher D. BurtonWaldron Private Wealth otherCmg Capital Management Group, Inc. otherOtherSep 15, 2010Nov 9, 2010 (55 d)
Avi Jonathan RutsteinCmg Investment Advisors,LLC no RAUMCmg Capital Management Group, Inc. otherOtherDec 18, 2009Mar 5, 2007
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9 moves match.