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 Cedar Mountain Advisors, 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 |
|---|---|---|---|---|---|
| Richard Raymond Rogers | LPL Financial LLC other | Cedar Mountain Advisors, LLC other | Other | Mar 4, 2013 | Feb 6, 2013 |
| Todd Van Smithpeter | Stancorp Investment Advisers, Inc. other | Cedar Mountain Advisors, LLC other | Other | Jun 16, 2010 | Jun 29, 2016 (2205 d) |
| Daniel James Nance | New England Securities Corporation other | Cedar Mountain Advisors, LLC other | Other | Mar 24, 2008 | Apr 4, 2008 |
| Bradley Dean Patrick | New England Securities Corporation other | Cedar Mountain Advisors, LLC other | Other | Aug 2, 2006 | Aug 4, 2006 |
| Adam Lee Woods | New England Securities Corporation other | Cedar Mountain Advisors, LLC other | Other | Aug 2, 2006 | Jun 29, 2016 (3619 d) |
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5 moves match.