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 Imber Financial Group, 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 |
|---|---|---|---|---|---|
| Danielle Denise Douglas | Advisory Alpha, LLC independent RIA | Imber Financial Group, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Feb 5, 2025 (33 d) |
| Chandler Maurice Groves | Fidelity Personal And Workplace Advisors BD affiliated | Imber Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 20, 2023 | Mar 21, 2023 |
| Jeffrey Alan Imber | Cg Advisory Services independent RIA | Imber Financial Group, LLC independent RIA | RIA to RIA | Jan 2, 2020 | Aug 7, 2024 (1679 d) |
| Jonathan Michael Imber | Cg Advisory Services independent RIA | Imber Financial Group, LLC independent RIA | RIA to RIA | Jun 5, 2019 | Jun 12, 2024 (1834 d) |
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4 moves match.