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 Cuttingedge Advisors

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.

AdvisorFromToTypeLeftRegistered
Milton J Beile IIIPrivate Label Money Management, Inc. unclassifiedCuttingedge Advisors otherOtherJun 2, 2016Jul 21, 2016 (49 d)
Norman Hugh MeyerConcorde Asset Management, LLC otherCuttingedge Advisors otherOtherJul 2, 2015Jul 9, 2015
David Charles KingLPL Financial LLC otherCuttingedge Advisors otherOtherFeb 10, 2010Jul 11, 2013 (1247 d)
Jason Christopher Vander PolLPL Financial LLC otherCuttingedge Advisors otherOtherJul 7, 2009Jan 28, 2010 (205 d)
Douglas Michael SimmsEdward Jones national BDCuttingedge Advisors otherOtherJun 3, 2009Oct 4, 2010 (488 d)
Ed Tiencken McmanusSilver Oak Securities, Inc. otherCuttingedge Advisors otherOtherAug 12, 2008Jul 16, 2008
Jeffrey Joe KaufmanQuestar Asset Management, Inc. otherCuttingedge Advisors otherOtherMay 8, 2008May 14, 2008
Brent Allen GorterQuestar Asset Management, Inc. otherCuttingedge Advisors otherOtherFeb 26, 2008Mar 3, 2008
Marco Antonio RamirezQuestar Asset Management, Inc. otherCuttingedge Advisors otherOtherFeb 12, 2008Feb 13, 2008
Norman Hugh MeyerQuestar Asset Management, Inc. otherCuttingedge Advisors otherOtherJan 25, 2008Feb 20, 2008
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10 moves match.