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 Chitwood-Lindberg Wealth Management
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 |
|---|---|---|---|---|---|
| Jennifer Story Quirk | Concourse Financial Group Advisors BD affiliated | Chitwood-Lindberg Wealth Management other | Other | Feb 20, 2025 | Apr 1, 2015 |
| Manly Parks Lee | Concourse Financial Group Advisors BD affiliated | Chitwood-Lindberg Wealth Management other | Other | May 15, 2023 | May 23, 2018 |
| Todd W Talbot | Concourse Financial Group Advisors BD affiliated | Chitwood-Lindberg Wealth Management other | Other | May 4, 2023 | Aug 22, 2017 |
| Sarah Elizabeth Thomas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Chitwood-Lindberg Wealth Management other | Other | Sep 8, 2014 | Sep 24, 2014 |
| Michael Ronald Hindman | Cuna Brokerage Services, Inc. other | Chitwood-Lindberg Wealth Management other | Other | Feb 6, 2014 | May 14, 2014 (97 d) |
| Patrick Rankin Chitwood | Chitwood Advisory Group unclassified | Chitwood-Lindberg Wealth Management other | Other | Sep 1, 2009 | Jul 17, 2009 |
Page 1 of 1
6 moves match.