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 Cook Street Consulting, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rahman A Khatir | Congruent Capital Group, LLC unclassified | Cook Street Consulting, Inc. institutional | Other | Aug 22, 2016 | Feb 17, 2022 (2005 d) |
| Jefferson D Chalk | Milliman Advisors, LLC other | Cook Street Consulting, Inc. institutional | Other | Dec 31, 2013 | Feb 22, 2024 (3705 d) |
| Timothy Michael Buckley | Voya Investment Management Co. LLC other | Cook Street Consulting, Inc. institutional | Other | May 19, 2010 | Feb 21, 2024 (5026 d) |
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3 moves match.