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 Cambridge 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Zachary John Joiner | First Brokerage America, L.L.C. unclassified | Cambridge Capital Management, LLC other | Other | Mar 18, 2014 | Mar 20, 2014 |
| Matthew John Hawk | Edward Jones national BD | Cambridge Capital Management, LLC other | Other | Jan 23, 2013 | Feb 11, 2013 |
| Nathaniel William Klitzing | Morgan Keegan & Company, LLC other | Cambridge Capital Management, LLC other | Other | Aug 12, 2008 | Aug 28, 2008 |
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3 moves match.