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 Cordant Wealth Partners
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 |
|---|---|---|---|---|---|
| Scott Elliott Gerlach | B|O|S other | Cordant Wealth Partners other | Other | Nov 21, 2012 | Apr 7, 2015 (867 d) |
| Brenda Kay Mccombs | Morgan Stanley wirehouse | Cordant Wealth Partners other | Other | Sep 30, 2010 | Sep 14, 2010 |
| Dawn Marie Page | Morgan Stanley wirehouse | Cordant Wealth Partners other | Other | Mar 5, 2010 | Mar 1, 2010 |
| Daniel Jacob Frankel | Morgan Stanley wirehouse | Cordant Wealth Partners other | Other | Mar 4, 2010 | Feb 26, 2010 |
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4 moves match.