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 Camden Wealth Advisors 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 |
|---|---|---|---|---|---|
| Carlos Antonio Perez | Doliver Advisors, L.P. other | Camden Wealth Advisors LLC other | Other | Mar 27, 2014 | Jun 18, 2014 (83 d) |
| Manuel Malvaez | Stanford Group Company unclassified | Camden Wealth Advisors LLC other | Other | Mar 30, 2009 | Feb 14, 2011 (686 d) |
| Carlos Antonio Perez | Stanford Group Company unclassified | Camden Wealth Advisors LLC other | Other | Mar 30, 2009 | Mar 9, 2011 (709 d) |
| Alvaro Trullenque | Stanford Group Company unclassified | Camden Wealth Advisors LLC other | Other | Mar 23, 2009 | Mar 20, 2009 |
| Marc Allen Sony | Citigroup Global Markets Inc. other | Camden Wealth Advisors LLC other | Other | Jul 9, 2003 | Jul 9, 2009 (2192 d) |
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5 moves match.