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 Chesapeake Investment 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.

AdvisorFromToTypeLeftRegistered
Wesley Shaffer ReedFlorida Financial Advisors, LLC BD affiliatedChesapeake Investment Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2024Feb 11, 2025 (207 d)
John Arnold EdwardsEvermay Wealth Management, LLC otherChesapeake Investment Management LLC otherOtherJan 30, 2012Mar 26, 2012 (56 d)
Barbara Leerigsby FrankPiedmont Investment Advisors, LLC otherChesapeake Investment Management LLC otherOtherJan 19, 2010Jun 14, 2010 (146 d)
Maedi Tanham CarneyPotomac Financial unclassifiedChesapeake Investment Management LLC otherOtherMay 18, 2007Mar 3, 2009 (655 d)
Maureen S BiggerBigger & Coleman, LLC unclassifiedChesapeake Investment Management LLC otherOtherMay 3, 2007May 28, 2007
Brannon Neal BrownCapital Consulting unclassifiedChesapeake Investment Management LLC otherOtherDec 31, 2005Nov 10, 2009 (1410 d)
Eugene Antonio SarrgeFolger Nolan Fleming Douglas Incorporated otherChesapeake Investment Management LLC otherOtherJan 13, 2005Feb 7, 2005
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7 moves match.