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 Cmh Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Steven C. NassouraCreegan & Nassoura Financial Group, LLC independent RIACmh Wealth Management, LLC independent RIARIA to RIAMar 24, 2026Mar 13, 2026
Michael Richard LeclercScs Capital Management LLC independent RIACmh Wealth Management, LLC independent RIARIA to RIAAug 27, 2025Dec 16, 2025 (111 d)
Rachael E BatorLake Street Advisors independent RIACmh Wealth Management, LLC independent RIARIA to RIAOct 16, 2024Aug 4, 2025 (292 d)
Karen Roelke MccloskeyBanc Of America Investment Services, Inc. unclassifiedCmh Wealth Management, LLC otherOtherMay 18, 2009May 14, 2009
Michael Philip WoodRam Trust Services Inc unclassifiedCmh Wealth Management, LLC otherOtherDec 31, 2007Jun 25, 2012 (1638 d)
Holly Howe ColvinColvin Financial Planning unclassifiedCmh Wealth Management, LLC otherOtherAug 15, 2007May 18, 2015 (2833 d)
Kristen Lynn HanleyColumbia Management Advisors, Inc. unclassifiedCmh Wealth Management, LLC otherOtherSep 9, 2004Jun 4, 2009 (1729 d)
Brian Patrick CarolanColumbia Management Advisors, Inc. unclassifiedCmh Wealth Management, LLC otherOtherSep 2, 2004May 14, 2009 (1715 d)
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8 moves match.