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 Cpf Texas
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 |
|---|---|---|---|---|---|
| Thomas Andrew Knippa | LPL Financial LLC other | Cpf Texas other | Other | Jul 13, 2015 | Oct 8, 2002 |
| Christopher Joel Lipper | LPL Financial LLC other | Cpf Texas other | Other | Jul 13, 2015 | Jan 13, 2005 |
| Adam Barrett Spence | LPL Financial LLC other | Cpf Texas other | Other | Jul 13, 2015 | Jun 2, 2005 |
| Robert E Mefford | LPL Financial LLC other | Cpf Texas other | Other | Jan 18, 2007 | Jun 2, 2005 |
| Sean Anthony Phillips | LPL Financial LLC other | Cpf Texas other | Other | Sep 1, 2006 | Jan 13, 2005 |
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5 moves match.