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 Canterbury 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tyler Ray Needler | Elkhorn Investments other | Canterbury Investment Management, LLC other | Other | Aug 8, 2016 | Aug 3, 2016 |
| Kregg Anthony Kiel | Kiel Investment Company state registered | Canterbury Investment Management, LLC other | Other | Jul 21, 2015 | Feb 3, 2016 (197 d) |
| Thomas Lee Hardin | Citigroup Global Markets Inc. other | Canterbury Investment Management, LLC other | Other | Apr 14, 2003 | Apr 2, 2003 |
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3 moves match.