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 Checchi Capital Advisers, 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 |
|---|---|---|---|---|---|
| Charles Peter Hastings | B. Riley Wealth Private Shares asset manager | Checchi Capital Advisers, LLC independent RIA | Other | Apr 16, 2025 | May 5, 2025 |
| Gerron O'Bryan Duhon | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Checchi Capital Advisers, LLC independent RIA | Wirehouse to independent RIA | Jan 13, 2025 | Aug 26, 2026 (590 d) |
| Robert B Robinson | Svb Wealth independent RIA | Checchi Capital Advisers, LLC independent RIA | RIA to RIA | Jan 20, 2023 | Jan 12, 2023 |
| Christopher Laurence Swaine | Coastal Bridge Advisors other | Checchi Capital Advisers, LLC independent RIA | Other | Mar 5, 2018 | Mar 30, 2018 |
| Christopher Robert Pelch | Raymond James Financial Services Advisors, Inc other | Checchi Capital Advisers, LLC independent RIA | Other | Jul 17, 2017 | Jul 15, 2019 (728 d) |
| Kimberlea Kay Archer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Checchi Capital Advisers, LLC independent RIA | Wirehouse to independent RIA | Mar 8, 2010 | Apr 29, 2025 (5531 d) |
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6 moves match.