DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Csh Investment Management
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 |
|---|---|---|---|---|---|
| Robbie Ivan Johnson | Chase Investment Services Corp. other | Csh Investment Management state registered | Other | Feb 27, 2009 | Jan 30, 2020 (3989 d) |
| Charles Steve Henry | Avantax Advisory Services other | Csh Investment Management state registered | Other | Oct 2, 2003 | Oct 20, 2003 |
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2 moves match.