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 Ch Douglas & Gray 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 |
|---|---|---|---|---|---|
| Victoria Hall | Fidelity Personal And Workplace Advisors BD affiliated | Ch Douglas & Gray Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2023 | Jan 7, 2024 |
| Jonathan Dunn Cracraft | MML Investors Services, LLC other | Ch Douglas & Gray Wealth Management independent RIA | Other | Oct 13, 2014 | Feb 19, 2015 (129 d) |
| Christopher Hilton Douglas | Ameritas Advisory Services other | Ch Douglas & Gray Wealth Management independent RIA | Other | Apr 24, 2007 | Apr 18, 2007 |
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3 moves match.