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 Wealth Counsel
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 |
|---|---|---|---|---|---|
| Marc Anthony Jimenez | Dimensional Fund Advisors LP other | Cambridge Wealth Counsel other | Other | Sep 21, 2012 | Sep 21, 2012 |
| Brandy Kilgore Wright | Goldman Sachs Wealth Services, L.P. other | Cambridge Wealth Counsel other | Other | Mar 25, 2010 | Aug 3, 2010 (131 d) |
| Neil Von Mahoney | Lifewise Financial Planning, Inc. unclassified | Cambridge Wealth Counsel other | Other | Jun 14, 2006 | Nov 30, 2007 (534 d) |
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3 moves match.