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 Cassady Schiller Wealth 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.

AdvisorFromToTypeLeftRegistered
Garrett L CobbMeyer Capital Management LLC. independent RIACassady Schiller Wealth Management, LLC independent RIARIA to RIADec 1, 2022Sep 2, 2022
Timothy Jon WithamFidelity Personal And Workplace Advisors BD affiliatedCassady Schiller Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2020Sep 23, 2020
Brad Paul SchuelerStrategic Advisers LLC national BDCassady Schiller Wealth Management, LLC otherOtherJan 9, 2017Jan 31, 2017
Megan Kathleen HammannAdvice And Planning Services otherCassady Schiller Wealth Management, LLC independent RIAOtherNov 10, 2016Sep 29, 2020 (1419 d)
James Barry McgrathJohnson Investment Counsel, Inc. otherCassady Schiller Wealth Management, LLC otherOtherSep 30, 2015Oct 30, 2015
Marc James WambaughStrategic Advisers LLC national BDCassady Schiller Wealth Management, LLC otherOtherFeb 15, 2006Nov 27, 2007 (650 d)
Michael William ClarkJohn D. Dovich & Associates, LLC otherCassady Schiller Wealth Management, LLC otherOtherDec 11, 2003Nov 19, 2003
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7 moves match.