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 Colman Knight Advisory 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 |
|---|---|---|---|---|---|
| Michelle Lynn Contois | Cambridge Investment Research Advisors, Inc. BD affiliated | Colman Knight Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2024 | May 29, 2025 (301 d) |
| David Kwasi Manteau | Pruco Securities, LLC BD affiliated | Colman Knight Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2022 | Oct 5, 2022 |
| Christopher Robert Macbean | Ballentine Partners other | Colman Knight Advisory Group, LLC other | Other | Oct 28, 2011 | Dec 13, 2012 (412 d) |
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3 moves match.