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 Cda Group
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 |
|---|---|---|---|---|---|
| Mark Daniel Mcgrail | Park Avenue Securities LLC other | Cda Group other | Other | Dec 23, 2009 | Dec 20, 2011 (727 d) |
| Donald Lawrence Reichert | Park Avenue Securities LLC other | Cda Group other | Other | Dec 15, 2009 | Dec 15, 2009 |
| Joseph David Schofield | Park Avenue Securities LLC other | Cda Group other | Other | Dec 15, 2009 | Dec 15, 2009 |
Page 1 of 1
3 moves match.