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 Causey Demgen & Moore P.C.
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 |
|---|---|---|---|---|---|
| Andrew Alexander Mathes | &Partners independent RIA | Causey Demgen & Moore P.C. independent RIA | RIA to RIA | Aug 9, 2021 | May 12, 2022 (276 d) |
| Robb Andrew Stone | Credit Suisse Securities (USA) LLC other | Causey Demgen & Moore P.C. other | Other | Aug 2, 2013 | Oct 7, 2014 (431 d) |
| Nathanael Adam Koch | Pacific West Financial Consultants Inc other | Causey Demgen & Moore P.C. other | Other | Jun 4, 2007 | Jul 13, 2007 (39 d) |
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3 moves match.