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 Cfo4life, L.P.
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 |
|---|---|---|---|---|---|
| Morgan Jo Webb | Avantax Advisory Services other | Cfo4life, L.P. other | Other | Nov 18, 2013 | May 15, 2014 (178 d) |
| Elizabeth Brown Allie | LPL Financial LLC other | Cfo4life, L.P. other | Other | Apr 9, 2013 | Jun 2, 2014 (419 d) |
| Russell Dean Boaz | LPL Financial LLC other | Cfo4life, L.P. other | Other | Dec 21, 2012 | Jun 21, 2013 (182 d) |
| Brian Metford Chastain | LPL Financial LLC other | Cfo4life, L.P. other | Other | Sep 26, 2012 | Mar 19, 2009 |
| Levi Glenn Mcmellian | LPL Financial LLC other | Cfo4life, L.P. other | Other | Sep 26, 2012 | Mar 18, 2009 |
| Crystal Leigh Billing | LPL Financial LLC other | Cfo4life, L.P. other | Other | Sep 26, 2012 | Oct 24, 2012 |
| Amy Gail Legate | LPL Financial LLC other | Cfo4life, L.P. other | Other | Sep 26, 2012 | Mar 19, 2009 |
| Austin Chase Reid | LPL Financial LLC other | Cfo4life, L.P. other | Other | Sep 26, 2012 | Feb 28, 2014 (520 d) |
| Lawrence David Silverman | Bkr Cornwell Jackson Financial Services, L.P. unclassified | Cfo4life, L.P. other | Other | Jul 19, 2007 | Mar 19, 2009 (609 d) |
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9 moves match.