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 Cfs Wealth 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 |
|---|---|---|---|---|---|
| Stephen Dale Anderson | Chapman Financial Services, LLC unclassified | Cfs Wealth Management other | Other | Jun 16, 2008 | Mar 31, 2008 |
| Wade Timothy Chapman | Chapman Financial Services, LLC unclassified | Cfs Wealth Management other | Other | Jun 16, 2008 | Feb 6, 2015 (2426 d) |
| Donald Alan Stringfield | Chapman Financial Services, LLC unclassified | Cfs Wealth Management other | Other | Jun 16, 2008 | Mar 31, 2008 |
| Donald Alan Stringfield | Commonwealth Financial Network national BD | Cfs Wealth Management other | Other | Jan 3, 2006 | Dec 7, 2005 |
| Wade Timothy Chapman | Commonwealth Financial Network national BD | Cfs Wealth Management other | Other | Dec 5, 2005 | Jun 2, 2005 |
| Stephen Dale Anderson | LPL Financial LLC other | Cfs Wealth Management other | Other | Nov 11, 2005 | Dec 7, 2005 |
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6 moves match.