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 Financial Group, 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 |
|---|---|---|---|---|---|
| Lauren Dixon Mishra | Evidence Based Financial Planning unclassified | Cambridge Financial Group, LLC independent RIA | Other | Dec 2, 2021 | Oct 27, 2020 |
| Bonnie Carole Courtney | Cetera Advisors LLC other | Cambridge Financial Group, LLC other | Other | Nov 7, 2017 | Oct 30, 2017 |
| Scott William Styrmoe | Allied Portfolio Management, Inc. other | Cambridge Financial Group, LLC other | Other | Aug 11, 2010 | Aug 19, 2010 |
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3 moves match.